How big is BLUM Carrillo, Inc.'s plan?

BLUM Carrillo, Inc.'s plan reported $1.2M in assets and 35 participants for 2024.

Original filing (PDF)20251001113942NAL0017750835001

BLUM Carrillo, Inc.

Name: BLUM Carrillo, Inc. — BLUM Carrillo, Inc. 401(k), Form 5500 (2024)
Creator: BLUM Carrillo, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BLUM Carrillo, Inc. 401(k) Plan

401(k) retirement plan · BLUM Carrillo, Inc.'s BLUM Carrillo, Inc. 401(k) Plan held $1.2M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Walter BLUM signed BLUM Carrillo, Inc.'s 2024 Form 5500 as plan administrator.

Walter BLUM — 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

BLUM Carrillo, Inc.'s EIN is 84-1804711.

EIN 84-1804711

Plan number 001

Plan year 2024

ACK ID 20251001113942NAL0017750835001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BLUM Carrillo, Inc.'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 CARRILLO, INC..

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Plan health score

Above-average plan

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