How big is Blodgett Wealth Advisors, LLC's plan?

Blodgett Wealth Advisors, LLC's plan reported $15K in assets and 3 participants for 2024.

Original filing (PDF)20251011005719NAL0008728001001

Blodgett Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Blodgett Wealth Advisors LLC 401(k) Plan

401(k) retirement plan · Blodgett Wealth Advisors, LLC's Blodgett Wealth Advisors LLC 401(k) Plan held $15K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

Plan identifiers

Blodgett Wealth Advisors, LLC's EIN is 87-3175154.

EIN 87-3175154

Plan number 001

Plan year 2024

ACK ID 20251011005719NAL0008728001001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Blodgett Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 BLODGETT WEALTH ADVISORS, 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