· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BLUE ROSE LEGACY HOME CARE — BLUE ROSE LEGACY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250721094108NAL0001370624001
BLUE ROSE LEGACY HOME CARE
Form 5500-SF
FILING_RECEIVED
BLUE ROSE LEGACY 401(K) PLAN
401(k) retirement plan
Active participants
49
Accounts w/ balance
56
Plan assets (EOY)
$76K
Net assets (EOY)
$76K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BLUE ROSE LEGACY HOME CARE
.
Find decision makers
Plan sponsor
Name
BLUE ROSE LEGACY HOME CARE
EIN
47-5060058
Address
101 SOUTH LA CANADA DRIVE #14B · GREEN VALLEY, AZ · 85614
Phone
(520) 867-4082
Industry
Health Care & Social Assistance
see 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
2025-07-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
MORNING BREEZE HOME
MORNING BREEZE HOME 401(K) PLAN
$76K · 4 participants
AN AMAZING PERSONAL CARE CORP
AN AMAZING PERSONAL CARE CORP 401(K) PROFIT SHARING PLAN & TRUST
$76K · 18 participants
LEGACY HEALTHCARE LLC
LEGACY HEALTHCARE 401(K)
$76K · 44 participants
KEEN HOME COASTAL LLC
KEEN HOME CARE 401(K) PLAN
$75K · 94 participants
SECOND SOLUTIONS DBA ARCADIA NEW ENGLAND HOME CARE
ARCADIA NEW ENGLAND HOME CARE 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$75K · 277 participants
COMFORT SQUAD LLC
COMFORT SQUAD LLC 401(K) PLAN
$76K · 44 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
