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BLUESTONE FAIRCLOTH & OLSON, LLP — BLUESTONE ZUNINO & HAMILTON, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241024165008NAL0002465554001
BLUESTONE FAIRCLOTH & OLSON, LLP
Form 5500-SF
FILING_RECEIVED
BLUESTONE ZUNINO & HAMILTON, LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 35.3 mo
Active participants
4
Accounts w/ balance
8
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BLUESTONE FAIRCLOTH & OLSON, LLP
.
Find decision makers
Plan sponsor
Name
BLUESTONE FAIRCLOTH & OLSON, LLP
EIN
77-0551191
Address
1825 4TH STREET · SANTA ROSA, CA · 95404
Phone
(707) 526-4250
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2020-01-01
Tax period
2020-12-31
Filed
2024-10-24
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 35.3 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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