How big is Blue Line Wealth Management's plan?

Blue Line Wealth Management's plan reported $190K in assets and 2 participants for 2024.

Original filing (PDF)20250513120935NAL0026516800001

Blue Line Wealth Management

Name: Blue Line Wealth Management — Blue Line Wealth, Form 5500 (2024)
Creator: Blue Line Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue Line Wealth Management 401(k) Plan

401(k) retirement plan · Blue Line Wealth Management's Blue Line Wealth Management 401(k) Plan held $190K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$190K

Net assets (EOY)

$190K

Plan identifiers

Blue Line Wealth Management's EIN is 84-2344006.

EIN 84-2344006

Plan number 001

Plan year 2024

ACK ID 20250513120935NAL0026516800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blue Line Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Line Wealth Management'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 BLUE LINE WEALTH MANAGEMENT.

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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