How big is Cerulean Advisory's plan?

Cerulean Advisory's plan reported $705K in assets and 2 participants for 2024.

Original filing (PDF)20250529083628NAL0007641473001

Cerulean Advisory

Name: Cerulean Advisory — Cerulean Advisory 401(k) Profit, Form 5500 (2024)
Creator: Cerulean Advisory
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cerulean Advisory 401(k) Profit Sharing Plan

401(k) retirement plan · Cerulean Advisory's Cerulean Advisory 401(k) Profit Sharing Plan held $705K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$705K

Net assets (EOY)

$705K

Plan identifiers

Cerulean Advisory's EIN is 47-4756924.

EIN 47-4756924

Plan number 001

Plan year 2024

ACK ID 20250529083628NAL0007641473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cerulean Advisory from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cerulean Advisory's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CERULEAN ADVISORY.

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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