Original filing (PDF)20250924105233NAL0007448689001

BLUEWATER CAPITAL, INC. DBA TRI-STATE MARINE

Name: BLUEWATER CAPITAL, INC. DBA TRI-STATE MARINE — TRI-STATE MARINE 401(K) PLAN, Form 5500 (2024)
Creator: BLUEWATER CAPITAL, INC. DBA TRI-STATE MARINE

Form 5500-SF

FILING_RECEIVED

TRI-STATE MARINE 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUEWATER CAPITAL, INC. DBA TRI-STATE MARINE.

Plan sponsor

Name

BLUEWATER CAPITAL, INC. DBA TRI-STATE MARINE

EIN

85-2008340

Address

5861 DEALE CHURCHTON ROAD · DEALE, MD · 20751

Phone

(410) 867-1447

Industry

Retail Tradesee 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

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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$0 · 13 participants