Original filing (PDF)20250403124415NAL0011467409001

BLUE EQUITY, LLC

Name: BLUE EQUITY, LLC — BLUE EQUITY, LLC 401(K) PLAN, Form 5500 (2024)
Creator: BLUE EQUITY, LLC

Form 5500-SF

FILING_RECEIVED

BLUE EQUITY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

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 (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BLUE EQUITY, LLC

EIN

88-0441474all filings

Address

101 SOUTH FIFTH STREET · SUITE 1950 · LOUISVILLE, KY · 40202

Phone

(502) 588-1631

Industry