How big is Bluestone Partners LLC's plan?

Bluestone Partners LLC's plan reported $573K in assets and 39 participants for 2024.

Original filing (PDF)20250718074540NAL0001317521001

Bluestone Partners LLC

Name: Bluestone Partners LLC — Bluestone Partners LLC, Form 5500 (2024)
Creator: Bluestone Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bluestone Partners LLC 401(k) Plan

401(k) retirement plan · Bluestone Partners LLC's Bluestone Partners LLC 401(k) Plan held $573K in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$573K

Net assets (EOY)

$573K

Plan identifiers

Bluestone Partners LLC's EIN is 65-1205692.

EIN 65-1205692

Plan number 001

Plan year 2024

ACK ID 20250718074540NAL0001317521001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bluestone Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off