Original filing (PDF)20251229132245NAL0010214803001

BLUE EQUITY LLC

Name: BLUE EQUITY LLC — BLUE EQUITY LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: BLUE EQUITY LLC

Form 5500-SF

FILING_RECEIVED

BLUE EQUITY LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$820

Net assets (EOY)

$262

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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 S 5TH ST · STE 1950 · LOUISVILLE, KY · 40202

Phone

(502) 589-8181

Industry

Professional & Technical Servicessee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2025-03-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

LSC LIFESCIENCES CONSULTANTS B

LSC LIFESCIENCES CONSULTANTS B 401(K) PROFIT SHARING PLAN & TRUST

$820

PORTEVER

PORTEVER SOCA BENEFIT PLAN

$819 · 11 participants

P MINOTTI LLC

PMINOTTI LLC 401(K) PROFIT SHARING PLAN & TRUST

$815 · 1 participants

GRAYRAILS

GRAYRAILS 401(K) PLAN

$828 · 5 participants

SOUTHERN CALIFORNIA CARBIDE

SOUTHERN CALIFORNIA CARBIDE RETIREMENT TRUST

$828 · 1 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.