How big is Piazza Blue Wealth Management's plan?

Piazza Blue Wealth Management's plan reported $659K in assets and 3 participants for 2024.

Original filing (PDF)20251015133851NAL0006442752001

Piazza Blue Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Piazza Blue Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Piazza Blue Wealth Management's Piazza Blue Wealth Management 401(k) Profit Sharing Plan held $659K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$659K

Net assets (EOY)

$659K

Plan identifiers

Piazza Blue Wealth Management's EIN is 87-3476044.

EIN 87-3476044

Plan number 001

Plan year 2024

ACK ID 20251015133851NAL0006442752001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Piazza Blue Wealth Management's plan includes profit-sharing, 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 PIAZZA BLUE WEALTH MANAGEMENT.

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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