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Original filing (PDF)20251001120652NAL0017775987001
BLUE STONE THERAPY, INC.
Form 5500
FILING_RECEIVED
BLUE STONE THERAPY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
796
Accounts w/ balance
370
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
14 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
65
Knocking points off
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE STONE THERAPY, INC..
Plan sponsor
Name
BLUE STONE THERAPY, INC.
EIN
84-1787423
Address
4319 NW URBANDALE DR. · URBANDALE, IA · 503227910
Phone
(515) 225-4070
Industry
Health Care & Social Assistancesee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
POTTER & BRANT, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MURRAY FINANCIAL GROUP, LLC | 45-0834412 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
Investments
17 direct securities · 14 pooled funds· $7.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$6.6M
17 holdings
Common Collective Trust
$969K
13 holdings
Pooled Separate Account
$230K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Income Institutional Fund Registered Investment Company | — | — | — | $1.1M | 13.6% | |
| Principal Fixed Income Guaranteed Option Guaranteed Interest Account | — | — | — | $993K | 12.9% | |
| T Rowe Price Blue Chip Growth I Fund Registered Investment Company | — | — | — | $860K | 11.1% | |
| JP Morgan Equity Income R6 Fund Registered Investment Company | — | — | — | $645K | 8.4% | |
| American Funds New Perspective R6 Fund Registered Investment Company | — | — | — | $619K | 8.0% | |
| Vanguard 500 Index Admiral Fund Registered Investment Company | — | — | — | $585K | 7.6% | |
| Vanguard International Growth Admiral Fund Registered Investment Company | — | — | — | $583K | 7.6% | |
| Columbia Small Cap Value Registered Investment Company | — | — | — | $384K | 5.0% | |
| Vanguard Mid Cap Admiral Fund Registered Investment Company | — | — | — | $252K | 3.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $245K | 3.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $230K | 3.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $220K | 2.8% | |
| JP Morgan Small Cap Growth R6 Fund Registered Investment Company | — | — | — | $184K | 2.4% | |
| BlackRock Mid-Cap Growth Equity K Fund Registered Investment Company | — | — | — | $183K | 2.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $171K | 2.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $117K | 1.5% | |
| Participant Loans Interest Rates - 4.25% to 9.50% -0- | — | — | — | $87K | 1.1% | |
| (E) | — | — | $19K | $86K | 1.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $85K | 1.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $54K | 0.7% | |
| MFS International Diversification Fund Registered Investment Company | — | — | — | $48K | 0.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $45K | 0.6% | |
| (E) | — | — | — | $26K | 0.3% | |
| John Hancock Bond R6 Fund Registered Investment Company | — | — | — | $26K | 0.3% | |
| T Rowe Price Health Sciences I Fund Registered Investment Company | — | — | — | $19K | 0.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $17K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $13K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $355 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $353 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $352 | <0.1% |
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