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Original filing (PDF)20251014134317NAL0006227714009
BLUEPRINT TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
BLUEPRINT TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 2
~92 bps in Sched C feesNo recordkeeper disclosed
Active participants
473
Accounts w/ balance
458
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 92 bps in Schedule C fees — 216% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUEPRINT TECHNOLOGIES, LLC.
Plan sponsor
Name
BLUEPRINT TECHNOLOGIES, LLC
EIN
72-1591898
Address
2600 116TH AVE NE · FIRST FLOOR · BELLEVUE, WA · 98004
Phone
(206) 455-9326
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SABEY CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $44K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
| NWRPC LLC | 88-2334307 | — | CONTRACT ADMINISTRATOR | $10K | — |
Investments
18 direct securities · 13 pooled funds· $11.7M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$8.5M
17 holdings
Common Collective Trust
$2.4M
9 holdings
Pooled Separate Account
$871K
4 holdings
Real Estate
$14K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $2.3M | 19.8% | |
| Principal Fixed Income Guaranteed Option Insurance Company General | — | — | — | $1.3M | 10.8% | |
| Calvert Equity R6 Fund Mutual Funds | — | — | — | $797K | 6.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $573K | 4.8% | |
| Vanguard Equity-Inc Adm Fund Mutual Funds | — | — | — | $497K | 4.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $448K | 3.8% | |
| iShs MSCI Tot Intl Ind K Fund Mutual Funds | — | — | — | $382K | 3.2% | |
| American Funds AmerMut R6 Fd Mutual Funds | — | — | — | $374K | 3.2% | |
| iShs US agg Bond Index K Fund Mutual Funds | — | — | — | $371K | 3.1% | |
| Vanguard Intl Growth Adm Fd Mutual Funds | — | — | — | $367K | 3.1% | |
| Am Fds Bd Fd of Am R6 Fd Mutual Funds | — | — | — | $352K | 3.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $339K | 2.9% | |
| PGIM High Yield R6 Fund Mutual Funds | — | — | — | $323K | 2.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $317K | 2.7% | |
| Vanguard MidCap Val Ind Adm Fd Mutual Funds | — | — | — | $317K | 2.7% | |
| Vgd Infl-Prot Sec Adm Fund Mutual Funds | — | — | — | $309K | 2.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $301K | 2.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $298K | 2.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $292K | 2.5% | |
| Fidelity Emerg Mkt Index Fund Mutual Funds | — | — | — | $288K | 2.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $247K | 2.1% | |
| Victory Syca Sm Co Opp R6 Fund Mutual Funds | — | — | — | $182K | 1.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $174K | 1.5% | |
| PGIM Jennison Small Co R6 Fd Mutual Funds | — | — | — | $165K | 1.4% | |
| Carillon Eagle MidCaGwth R6 Fd Mutual Funds | — | — | — | $157K | 1.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $119K | 1.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $106K | 0.9% | |
| Secs Sep Acct Pooled Separate Account | Real Estate | — | — | $14K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $14K | 0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $3K | <0.1% | |
| PIMCO Glbl Bd (USD-Hdg) I Fd Mutual Funds | — | — | — | $3K | <0.1% |
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