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Original filing (PDF)20251002123513NAL0000785712001
BLUE STREAM COMMUNICATIONS
Form 5500
FILING_RECEIVED
BLUE STREAM FIBER 401(K) PLAN
401(k) retirement plan
Active participants
511
Accounts w/ balance
549
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.5M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE STREAM COMMUNICATIONS.
Plan sponsor
Name
BLUE STREAM COMMUNICATIONS
EIN
81-3278301
Address
12409 NW 35TH STREET · CORAL SPRINGS, FL · 33065
Phone
(954) 752-7244
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES | 13-4023176 | — | ADVISOR | $33K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
42 direct securities· $15.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Registered Investment Company | — | — | — | $3.9M | 24.9% | |
| FID FDM IDX 2040 INV Registered Investment Company | — | — | — | $1.2M | 7.8% | |
| FID FDM IDX 2050 INV Registered Investment Company | — | — | — | $1.1M | 7.2% | |
| FID FDM IDX 2045 INV Registered Investment Company | — | — | — | $1.0M | 6.7% | |
| FID FDM IDX 2035 INV Registered Investment Company | — | — | — | $949K | 6.1% | |
| Standard Insurance Stable Asset II Guaranteed Investment Contract | — | — | — | $866K | 5.6% | |
| FID BLUE CHIP GR K6 Registered Investment Company | — | — | — | $766K | 4.9% | |
| FID LTD TERM GOVT Registered Investment Company | — | — | — | $622K | 4.0% | |
| FID FDM IDX 2055 INV Registered Investment Company | — | — | — | $592K | 3.8% | |
| FID FDM IDX 2025 INV Registered Investment Company | — | — | — | $468K | 3.0% | |
| FID FDM IDX 2030 INV Registered Investment Company | — | — | — | $459K | 3.0% | |
| FID US BOND IDX Registered Investment Company | — | — | — | $450K | 2.9% | |
| FID FDM IDX 2060 INV Registered Investment Company | — | — | — | $447K | 2.9% | |
| FID SEL TECHNOLOGY Registered Investment Company | — | — | — | $414K | 2.7% | |
| FID FDM IDX 2065 INV Registered Investment Company | — | — | — | $320K | 2.1% | |
| IS MSCI EAFE INTL K Registered Investment Company | — | — | — | $305K | 2.0% | |
| DODGE & COX STOCK I Registered Investment Company | — | — | — | $231K | 1.5% | |
| AF EUROPAC GROWTH R6 Registered Investment Company | — | — | — | $211K | 1.4% | |
| FID FDM IDX 2020 INV Registered Investment Company | — | — | — | $184K | 1.2% | |
| AB SM CAP GRTH Z Registered Investment Company | — | — | — | $130K | 0.8% | |
| MFS MID CAP GRTH R6 Registered Investment Company | — | — | — | $124K | 0.8% | |
| TRP GLB INDUSTRIAL I Registered Investment Company | — | — | — | $121K | 0.8% | |
| FID MID CAP IDX Registered Investment Company | — | — | — | $113K | 0.7% | |
| RBC EMRG MKTS EQ R6 Registered Investment Company | — | — | — | $91K | 0.6% | |
| FID BALANCED Registered Investment Company | — | — | — | $73K | 0.5% | |
| TRP DIV GROWTH Registered Investment Company | — | — | — | $60K | 0.4% | |
| FID SEL ENERGY Registered Investment Company | — | — | — | $59K | 0.4% | |
| maturing through December 2028 | — | — | — | $45K | 0.3% | |
| JPM SH DUR CR PL R6 Registered Investment Company | — | — | — | $38K | 0.2% | |
| FID FDM IDX 2015 INV Registered Investment Company | — | — | — | $37K | 0.2% | |
| FID SM CAP IDX Registered Investment Company | — | — | — | $30K | 0.2% | |
| FID INFL PR BD IDX Registered Investment Company | — | — | — | $26K | 0.2% | |
| AM CENT MD CP VAL R6 Registered Investment Company | — | — | — | $24K | 0.2% | |
| AS SPL SM CAP VAL R6 Registered Investment Company | — | — | — | $14K | <0.1% | |
| BR HLTH SCI OPP SVC Registered Investment Company | — | — | — | $13K | <0.1% | |
| FKLN UTILITIES R6 Registered Investment Company | — | — | — | $11K | <0.1% | |
| PUTN HGH YLD ADV Y Registered Investment Company | — | — | — | $10K | <0.1% | |
| TRP NEW ASIA Registered Investment Company | — | — | — | $5K | <0.1% | |
| C&S REALTY SHARES Z Registered Investment Company | — | — | — | $5K | <0.1% | |
| INVS GOLD SPL MIN A Registered Investment Company | — | — | — | $5K | <0.1% | |
| FID SEL MATERIALS Registered Investment Company | — | — | — | $2K | <0.1% | |
| FID FDM IDX 2070 INV Registered Investment Company | — | — | — | $1K | <0.1% |
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