Original filing (PDF)20240711154307NAL0026517728001

BLJ AND SONS, LLC

Name: BLJ AND SONS, LLC — BLJ AND SONS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BLJ AND SONS, LLC

Form 5500-SF

FILING_RECEIVED

BLJ AND SONS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$465K

Net assets (EOY)

$465K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLJ AND SONS, LLC.

Plan sponsor

Name

BLJ AND SONS, LLC

EIN

47-5199120

Address

90 PEBBLE WOODS DRIVE · DOYLESTOWN, PA · 18901

Phone

(215) 262-8727

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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