How big is Blue Line Wealth Management's plan?

Blue Line Wealth Management's plan reported $1.1M in assets and 2 participants for 2025.

Original filing (PDF)20260128094046NAL0003280209001

Blue Line Wealth Management

Name: Blue Line Wealth Management — Blue Line Wealth, Form 5500 (2025)
Creator: Blue Line Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue Line Wealth Management Cash Balance Plan

Defined-benefit pension plan · Blue Line Wealth Management's Blue Line Wealth Management Cash Balance Plan held $1.1M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

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

EIN 84-2344006

Plan number 002

Plan year 2025

ACK ID 20260128094046NAL0003280209001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Blue Line Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Blue Line Wealth Management's plan includes a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score