Original filing (PDF)20250716083311NAL0001810963001

BLUE PALMETTO, LLC

Name: BLUE PALMETTO, LLC — BLUE PALMETTO, LLC 401(K) PLAN, Form 5500 (2024)
Creator: BLUE PALMETTO, LLC

Form 5500-SF

FILING_RECEIVED

BLUE PALMETTO, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$115K

Net assets (EOY)

$115K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BLUE PALMETTO, LLC

EIN

82-3579971all filings

Address

201 OWENS AVE · ST. AUGUSTINE, FL · 32080

Phone

(904) 315-8194

Industry

Real Estatesee 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

2025-07-16

Pension benefit codes

2E · Profit-sharing

2K · 401(m) arrangement

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

CARLIN REAL ESTATE & AUCTION CO., LTD.

CARLIN CO. 401(K) PLAN

$115K · 7 participants

US CK REALTY, LLC

US CK REALTY, LLC CASH BALANCE PENSION PLAN

$115K · 4 participants

THE KLINE CORBETT GROUP

KLINE CORBETT GROUP 401(K) PROFIT SHARING PLAN

$114K · 3 participants

INVESTMENT PROPERTY REALTY GROUP LLC

INVESTMENT PROPERTY REALTY GROUP LLC 401(K) PROFIT SHARING PLAN

$115K · 14 participants

GRG BROKERAGE & DEVELOPMENT, INC.

GRG BROKERAGE & DEVELOPMENT, INC.401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.