How big is Bluestone Financial Advisors, LLC's plan?

Bluestone Financial Advisors, LLC's plan reported $1.0M in assets and 3 participants for 2025.

Original filing (PDF)20260508082404NAL0002819107001

Bluestone Financial Advisors, LLC

Name: Bluestone Financial Advisors, LLC — Bluestone, Form 5500 (2025)
Creator: Bluestone Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bluestone Financial 401(k) Plan

401(k) retirement plan · Bluestone Financial Advisors, LLC's Bluestone Financial 401(k) Plan held $1.0M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Andrew Cosgrove signed Bluestone Financial Advisors, LLC's 2025 Form 5500 as plan administrator.

Andrew Cosgrove — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bluestone Financial Advisors, LLC's EIN is 90-0405529.

EIN 90-0405529

Plan number 001

Plan year 2025

ACK ID 20260508082404NAL0002819107001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bluestone Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bluestone Financial Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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