How big is Blumberg Capital's plan?

Blumberg Capital's plan reported $2.9M in assets and 13 participants for 2024.

Original filing (PDF)20250508220118NAL0019058816042

Blumberg Capital

Name: Blumberg Capital — Blumberg Capital 401(k) Plan, Form 5500 (2024)
Creator: Blumberg Capital
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blumberg Capital 401(k) Plan

401(k) retirement plan · Blumberg Capital's Blumberg Capital 401(k) Plan held $2.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Blumberg Capital's EIN is 68-0665173.

EIN 68-0665173

Plan number 001

Plan year 2024

ACK ID 20250508220118NAL0019058816042

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Blumberg Capital's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

BLUMBERG CAPITAL

EIN

all filings

Address

16690 COLLINS AVENUE · #1204 · SUNNY ISLES BEACH, FL · 33160

Phone

(415) 209-5150

Industry

Finance & Insurance

Plan administrator