How big is Blueprint Wealth Management's plan?

Blueprint Wealth Management's plan reported $1.7M in assets and 6 participants for 2024.

Original filing (PDF)20251014095930NAL0005380530001

Blueprint Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Blueprint Wealth Management 401(k) Plan

401(k) retirement plan · Blueprint Wealth Management's Blueprint Wealth Management 401(k) Plan held $1.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Blueprint Wealth Management's EIN is 88-3818691.

EIN 88-3818691

Plan number 001

Plan year 2024

ACK ID 20251014095930NAL0005380530001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Blueprint Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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