How big is Blue River Financial, LLC's plan?

Blue River Financial, LLC's plan reported $33K in assets and 2 participants for 2024.

Original filing (PDF)20250723063612NAL0009398866001

Blue River Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Blue River Financial, LLC 401(k) Plan

401(k) retirement plan · Blue River Financial, LLC's Blue River Financial, LLC 401(k) Plan held $33K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

People on this filing

Jacob Hart signed Blue River Financial, LLC's 2024 Form 5500 as plan administrator.

Jacob Hart — 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 River Financial, LLC's EIN is 85-1963707.

EIN 85-1963707

Plan number 001

Plan year 2024

ACK ID 20250723063612NAL0009398866001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Blue River Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 RIVER FINANCIAL, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

BLUE RIVER FINANCIAL, LLC

EIN

all filings

Address

9002 W US HIGHWAY 40 · KNIGHTSTOWN, IN · 46148

Phone

(765) 345-4076

Industry

Professional & Technical Services

Plan administrator