How big is Blue Anchor Wealth Advisors LLC's plan?

Blue Anchor Wealth Advisors LLC's plan reported $53K in assets and 3 participants for 2024.

Original filing (PDF)20251001105544NAL0013116897001

Blue Anchor Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Blue Anchor Wealth Advisors 401(k) Plan

401(k) retirement plan · Blue Anchor Wealth Advisors LLC's Blue Anchor Wealth Advisors 401(k) Plan held $53K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

People on this filing

Christine Eisenhower signed Blue Anchor Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Christine Eisenhower — 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 Anchor Wealth Advisors LLC's EIN is 84-4720091.

EIN 84-4720091

Plan number 001

Plan year 2024

ACK ID 20251001105544NAL0013116897001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Anchor Wealth Advisors LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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