Original filing (PDF)20250619105926NAL0004650144001

BLUE HERON VENTURES, INC.

Name: BLUE HERON VENTURES, INC. — BLUE HERON VENTURES CASH BALANCE PLAN, Form 5500 (2024)
Creator: BLUE HERON VENTURES, INC.

Form 5500-SF

FILING_RECEIVED

BLUE HERON VENTURES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 BLUE HERON VENTURES, INC..

Plan sponsor

Name

BLUE HERON VENTURES, INC.

EIN

56-2480602

Address

6300 WILSHIRE BOULEVARD · SUITE 880 · LOS ANGELES, CA · 90048

Phone

(310) 772-0200

Industry

Custom Computer Programming· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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