How big is BLUM Holdings, LLC's plan?

BLUM Holdings, LLC's plan reported $125K in assets and 6 participants for 2023.

Original filing (PDF)20240531140827NAL0025053552001

BLUM Holdings, LLC

Name: BLUM Holdings, LLC — Premier Overhead Doors 401(k), Form 5500 (2023)
Creator: BLUM Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Premier Overhead Doors 401(k) Plan

401(k) retirement plan · BLUM Holdings, LLC's Premier Overhead Doors 401(k) Plan held $125K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

Plan identifiers

BLUM Holdings, LLC's EIN is 83-1688717.

EIN 83-1688717

Plan number 001

Plan year 2023

ACK ID 20240531140827NAL0025053552001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for BLUM Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

BLUM Holdings, 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 BLUM HOLDINGS, 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

Knocking points off