How big is Bluestaq, LLC's plan?

Bluestaq, LLC's plan reported $14.8M in assets and 139 participants for 2024.

Original filing (PDF)20250923171324NAL0005976817001

Bluestaq, LLC

Name: Bluestaq, LLC — Bluestaq 401(k) & Profit Sharing, Form 5500 (2024)
Creator: Bluestaq, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bluestaq 401(k) & Profit Sharing Plan

401(k) retirement plan · Bluestaq, LLC's Bluestaq 401(k) & Profit Sharing Plan held $14.8M in plan assets for 139 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

139

Accounts w/ balance

169

Plan assets (EOY)

$14.8M

Net assets (EOY)

$14.8M

Plan identifiers

Bluestaq, LLC's EIN is 82-3470063.

EIN 82-3470063

Plan number 001

Plan year 2024

ACK ID 20250923171324NAL0005976817001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (90th percentile).

Plan sponsor

Name

BLUESTAQ, LLC

EIN

all filings

Address

2 SOUTH CASCADE AVE. · SUITE 200 · COLORADO SPRINGS, CO · 80903

Phone

(719) 394-1088

Industry

Professional & Technical Services

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

2025-09-23

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

34 direct securities· $14.1M(95% of reported assets)

Mutual Funds

$12.0M

25 holdings

Common Collective Trusts

$1.6M

1 holding

Other securities

$298K

6 holdings

Bonds / Notes

$144K

1 holding

U.S. Treasuries

$10K

1 holding

					% of plan
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$2.5M	16.8%
Vanguard Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$2.3M	15.7%
Vanguard 500 index Admiral Mutual Fund	Common Collective Trusts	—	—	$1.6M	10.9%
Vanguard Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$1.6M	10.5%
Vanguard Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$978K	6.6%
Vanguard Growth Index Adm Mutual Fund	Mutual Funds	—	—	$832K	5.6%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$822K	5.5%
Vanguard Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$461K	3.1%
Vanguard Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$420K	2.8%
Vanguard Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$261K	1.8%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$258K	1.7%
Vanguard Strategic Equity Inv Mutual Fund	Mutual Funds	—	—	$205K	1.4%
MFS Aggressive Growth Allocation R4 Mutual Fund	Mutual Funds	—	—	$203K	1.4%
Vanguard Target Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$182K	1.2%
Vanguard Target Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$153K	1.0%
Vanguard Windsor Admiral Mutual Fund	Mutual Funds	—	—	$151K	1.0%
American Funds Gr & Income Port R6 Mutual Fund	Mutual Funds	—	—	$147K	1.0%
American Funds Bond Fund of Amer R6 Mutual Fund	Mutual Funds	—	—	$144K	1.0%
Participants Participant Loans Rates from 4.25% to 9.50% -	Bonds / Notes	—	—	$144K	1.0%
Vanguard Balanced Index Adm Mutual Fund	Mutual Funds	—	—	$100K	0.7%
Ishares MSCI EAFE intl Index K Mutual Fund	Other securities	—	—	$82K	0.6%
Cohen & Steers Real Estate Secs Z Mutual Fund	Other securities	—	—	$67K	0.5%
Vanguard Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$61K	0.4%
Nuveen Winslow Large-Cap Growth ESG R6 Mutual Fund	Mutual Funds	—	—	$60K	0.4%
Blackrock Total Return K Mutual Fund	Other securities	—	—	$59K	0.4%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$53K	0.4%
Fidelity Total International Index Mutual Fund	Mutual Funds	—	—	$53K	0.4%
VanEck CM Commodity Index I Mutual Fund	Other securities	—	—	$46K	0.3%
Invesco Discovery R6 Mutual Fund	Mutual Funds	—	—	$31K	0.2%
JPMorgan Mortgage Backed Sec R6 Mutual Fund	Other securities	—	—	$28K	0.2%
Fidelity Advisor Asset Managemer 30% Z Mutual Fund	Mutual Funds	—	—	$22K	0.1%
T. Rowe Price Retirement Balanced I Mutual Fund	Other securities	—	—	$17K	0.1%
Lord Abbett Bond Debenture R6 Mutual Fund	U.S. Treasuries	—	—	$10K	<0.1%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$7K	<0.1%