How big is Blue ZONE Wealth Advisors, LLC's plan?

Blue ZONE Wealth Advisors, LLC's plan reported $767K in assets and 6 participants for 2024.

Original filing (PDF)20250904165602NAL0010154643001

Blue ZONE Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Blue ZONE Wealth Advisors 401(k) Profit Sharing Plan

Defined-contribution retirement plan · Blue ZONE Wealth Advisors, LLC's Blue ZONE Wealth Advisors 401(k) Profit Sharing Plan held $767K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$767K

Net assets (EOY)

$767K

People on this filing

Judith LU signed Blue ZONE Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Judith LU — 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

Blue ZONE Wealth Advisors, LLC's EIN is 84-2785431.

EIN 84-2785431

Plan number 001

Plan year 2024

ACK ID 20250904165602NAL0010154643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blue ZONE Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blue ZONE Wealth Advisors, LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUE ZONE WEALTH ADVISORS, 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

Helping the score