· 2022–2024 · DOL EFAST2

Bluevella Mortgage, LLC. — Bluevella Mortgage 401(k), Form 5500 (2024)

Original filing (PDF)20250425221159NAL0005969363034

Bluevella Mortgage, LLC.

Form 5500-SF

FILING_RECEIVED

Bluevella Mortgage 401(k) Plan

401(k) retirement plan · Bluevella Mortgage, LLC.'s Bluevella Mortgage 401(k) Plan held $19K in plan assets for 14 participants in 2024.

Active participants

14

Accounts w/ balance

14

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

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

51

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BLUEVELLA MORTGAGE, LLC.

EIN

Address

7550 FUTURES DRIVE · SUITE 103 · ORLANDO, FL · 32819

Phone

(508) 345-4749

Industry

Finance & Insurance

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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