· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BLUE STAR FAMILIES, INC. — BLUE STAR FAMILIES 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250711043120NAL0003994275001
BLUE STAR FAMILIES, INC.
Form 5500-SF
FILING_RECEIVED
BLUE STAR FAMILIES 403(B) PLAN
403(b) retirement plan
Active participants
90
Accounts w/ balance
82
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BLUE STAR FAMILIES, INC.
.
Find decision makers
Plan sponsor
Name
BLUE STAR FAMILIES, INC.
EIN
80-0369895
Address
441 SAXONY · THE HIVE/BARN 2 · ENCINITAS, CA · 92024
Phone
(702) 416-5889
Industry
Other Services (ex. Public Admin)
see 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
2025-07-11
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
CITYWIDE DEVELOPMENT CORPORATION
CITYWIDE DEVELOPMENT CORPORATION 401(K) PLAN
$3.9M · 16 participants
PARC, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF PARC, INC.
$3.9M · 344 participants
CIRCLE OF SERVICE FOUNDATION
CIRCLE OF SERVICE FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST
$3.9M · 14 participants
SPACE COAST HEALTH FOUNDATION, INC.
SPACE COAST HEALTH FOUNDATION, INC. 403(B)(7)
$3.9M · 56 participants
VIRGINIA POVERTY LAW CENTER, I
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
403(B) THRIFT PLAN FOR EMPLOYEES OF VIRGINIA POVERTY LAW CENTER, INC.
$3.9M · 45 participants
AMERICAN LIVER FOUNDATION
AMERICAN LIVER FOUNDATION 403(B) PLAN
$3.9M · 36 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B