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Original filing (PDF)20260212071105NAL0000142131001
BLUE LINK WIRELESS, LLC
Form 5500
FILING_RECEIVED
BLUE LINK WIRELESS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.9 mo~646 bps in Sched C fees
Active participants
759
Accounts w/ balance
903
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
How this plan invests
This plan
1 pooled trust
Schedule D
20 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
88
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.9 months past the 10.5-month grace window.
- 646 bps in Schedule C fees — 1143% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE LINK WIRELESS, LLC.
Plan sponsor
Name
BLUE LINK WIRELESS, LLC
EIN
84-4498942
Address
420 STEVENS AVENUE, SUITE 150 · SOLANA BEACH, CA · 92075
Phone
(417) 522-9654
Industry
Information / Tech / Mediasee 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
2026-02-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MITCHELL & ASSOCIATES APC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $108K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MITCHELL & ASSOCIATES CPA'S | 47-2406890 | — | ACCOUNTANT | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI | $7K | — |
Investments
19 direct securities · 1 pooled fund· $1.9M(96% 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.
Registered Investment Companies
$1.8M
19 holdings
Common Collective Trust
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $324K | 16.8% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $302K | 15.6% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $270K | 14.0% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $241K | 12.5% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $186K | 9.6% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $139K | 7.2% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $80K | 4.1% | |
| AMERICAN FUNDS NEW WORLD R6 792 REGISTERED INVESTMENT COMPANY BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $78K | 4.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $75K | 3.9% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $58K | 3.0% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $24K | 1.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $22K | 1.1% | |
| WESTERN ASSET CORE BOND IS 721 REGISTERED INVESTMENT COMPANY COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $20K | 1.0% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $10K | 0.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $7K | 0.4% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6K | 0.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $4K | 0.2% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $4K | 0.2% | |
| FID US BOND IND | Registered Investment Companies | — | — | $3K | 0.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $1K | <0.1% |
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