How big is Bluechip Financial's plan?

Bluechip Financial's plan reported $3.0M in assets and 72 participants for 2023.

Original filing (PDF)20240624180258NAL0008852368001

Bluechip Financial

Name: Bluechip Financial — Bluechip Financial 401(k) Plan, Form 5500 (2023)
Creator: Bluechip Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bluechip Financial 401(k) Plan

401(k) retirement plan · Bluechip Financial's Bluechip Financial 401(k) Plan held $3.0M in plan assets for 72 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

LISA Habisch signed Bluechip Financial's 2023 Form 5500 as plan administrator.

LISA Habisch — 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

Bluechip Financial's EIN is 80-0827294.

EIN 80-0827294

Plan number 001

Plan year 2023

ACK ID 20240624180258NAL0008852368001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bluechip Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Bluechip Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUECHIP FINANCIAL.

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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