How big is The BLUM Firm, P.C.'s plan?

The BLUM Firm, P.C.'s plan reported $5.6M in assets and 50 participants for 2024.

Original filing (PDF)20250717105533NAL0000144817001

The BLUM Firm, P.C.

Name: The BLUM Firm, P.C. — The BLUM Firm, PC 401(k) Plan, Form 5500 (2024)
Creator: The BLUM Firm, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The BLUM Firm, PC 401(k) Plan

401(k) retirement plan · The BLUM Firm, P.C.'s The BLUM Firm, PC 401(k) Plan held $5.6M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Eric P. Evans signed The BLUM Firm, P.C.'s 2024 Form 5500 as plan administrator.

Eric P. Evans — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The BLUM Firm, P.C.'s EIN is 75-1765077.

EIN 75-1765077

Plan number 001

Plan year 2024

ACK ID 20250717105533NAL0000144817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The BLUM Firm, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The BLUM Firm, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BLUM FIRM, P.C..

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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