How big is Blue Heron Professional Group, LLC's plan?

Blue Heron Professional Group, LLC's plan reported $511K in assets and 7 participants for 2024.

Original filing (PDF)20250731185915NAL0014149602001

Blue Heron Professional Group, LLC

Name: Blue Heron Professional Group, LLC — Blue Heron, Form 5500 (2024)
Creator: Blue Heron Professional Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue Heron Wealth Partners 401(k) Retirement Savings Plan

401(k) retirement plan · Blue Heron Professional Group, LLC's Blue Heron Wealth Partners 401(k) Retirement Savings Plan held $511K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$511K

Net assets (EOY)

$511K

Plan identifiers

Blue Heron Professional Group, LLC's EIN is 82-2827274.

EIN 82-2827274

Plan number 001

Plan year 2024

ACK ID 20250731185915NAL0014149602001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blue Heron Professional Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Heron Professional Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUE HERON PROFESSIONAL GROUP, LLC.

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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