How big is Bluestone Insurance Agency LLC's plan?

Bluestone Insurance Agency LLC's plan reported $18K in assets and 1 participants for 2024.

Original filing (PDF)20250520110753NAL0001288883001

Bluestone Insurance Agency LLC

Name: Bluestone Insurance Agency LLC — Bluestone Insurance, Form 5500 (2024)
Creator: Bluestone Insurance Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bluestone Insurance Agency LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Bluestone Insurance Agency LLC's Bluestone Insurance Agency LLC 401(k) Profit Sharing Plan & Trust held $18K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Rosangela Penotto signed Bluestone Insurance Agency LLC's 2024 Form 5500 as plan administrator.

Rosangela Penotto — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bluestone Insurance Agency LLC's EIN is 47-2004691.

EIN 47-2004691

Plan number 001

Plan year 2024

ACK ID 20250520110753NAL0001288883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bluestone Insurance Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bluestone Insurance Agency LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUESTONE INSURANCE AGENCY LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BLUESTONE INSURANCE AGENCY LLC

EIN

all filings

Address

9616 DEDAKER ST · PHILADELPHIA, PA · 191153129

Phone

(215) 932-8816

Industry

Other Services (ex. Public Admin)

Plan administrator