How big is Bluestone Investment Manager, LL's plan?

Bluestone Investment Manager, LL's plan reported $2.5M in assets and 11 participants for 2024.

Original filing (PDF)20250528052436NAL0017007906001

Bluestone Investment Manager, LL

Name: Bluestone Investment Manager, LL — Bluestone, Form 5500 (2024)
Creator: Bluestone Investment Manager, LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bluestone Investment Manager, LLC

401(k) retirement plan · Bluestone Investment Manager, LL's Bluestone Investment Manager, LLC held $2.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Christie Wetzel signed Bluestone Investment Manager, LL's 2024 Form 5500 as plan administrator.

Christie Wetzel — 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

Bluestone Investment Manager, LL's EIN is 82-3828183.

EIN 82-3828183

Plan number 001

Plan year 2024

ACK ID 20250528052436NAL0017007906001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bluestone Investment Manager, LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bluestone Investment Manager, LL'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 BLUESTONE INVESTMENT MANAGER, LL.

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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