Original filing (PDF)20250521091216NAL0002266211001

BLUE LINE INSURANCE AGENCY

Name: BLUE LINE INSURANCE AGENCY — BLUE LINE INSURANCE AGENCY 401(K), Form 5500 (2024)
Creator: BLUE LINE INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

BLUE LINE INSURANCE AGENCY 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$544K

Net assets (EOY)

$544K

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.

Decision-maker contacts

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

Plan sponsor

Name

BLUE LINE INSURANCE AGENCY

EIN

47-2623010all filings

Address

55 BARN RD STE 204 · LAKE PLACID, NY · 12946

Phone

(518) 523-4321

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

REIDENBACH INSURANCE AGENCY, INC.

REIDENBACH INSURANCE AGENCY 401(K) PLAN

$544K · 4 participants

SUE FRANK INSURANCE AGENCY, INC.

$544K · 4 participants

AMY WAKEM INSURANCE &FINANCIAL SERVICES, INC

AMY WAKEM INSURANCE & FINANCIAL SERVICES, INC 401(K) PLAN

$545K · 11 participants

JOYNER FAMILY INSURANCE, INC.

JOYNER FAMILY INSURANCE 401(K) PLAN

$544K · 18 participants

BUSINESS & ESTATE ADVISERS OF WI INC.

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.