How big is Bluestone Faircloth & Olson, LLP's plan?

Bluestone Faircloth & Olson, LLP's plan reported $2.3M in assets and 4 participants for 2023.

Original filing (PDF)20241024165008NAL0002465554001

Bluestone Faircloth & Olson, LLP

Name: Bluestone Faircloth & Olson, LLP — Bluestone Zunino, Form 5500 (2023)
Creator: Bluestone Faircloth & Olson, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bluestone Zunino & Hamilton, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Bluestone Faircloth & Olson, LLP's Bluestone Zunino & Hamilton, LLP 401(k) Profit Sharing Plan held $2.3M in plan assets for 4 participants in 2023.

Signals · 1

Late filing · 35.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Bluestone Faircloth & Olson, LLP's EIN is 77-0551191.

EIN 77-0551191

Plan number 001

Plan year 2023

ACK ID 20241024165008NAL0002465554001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bluestone Faircloth & Olson, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Bluestone Faircloth & Olson, LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUESTONE FAIRCLOTH & OLSON, LLP.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 35.3 months past the 10.5-month grace window.

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 (94th percentile).

Plan sponsor

Name

BLUESTONE FAIRCLOTH & OLSON, LLP

EIN

all filings

Address

1825 4TH STREET · SANTA ROSA, CA · 95404

Phone

(707) 526-4250

Industry

Law Offices· Professional & Technical Services

Plan administrator