How big is Bluestem Wealth Partners' plan?

Bluestem Wealth Partners' plan reported $2.8M in assets and 33 participants for 2025.

Original filing (PDF)20260327113307NAL0009347858001

Bluestem Wealth Partners

Name: Bluestem Wealth Partners — Bluestem Wealth Partners, Form 5500 (2025)
Creator: Bluestem Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bluestem Wealth Partners Safe Harbor 401(k) Plan

401(k) retirement plan · Bluestem Wealth Partners' Bluestem Wealth Partners Safe Harbor 401(k) Plan held $2.8M in plan assets for 33 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Maryjo Kohman signed Bluestem Wealth Partners' 2025 Form 5500 as plan administrator.

Maryjo Kohman — 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

Bluestem Wealth Partners' EIN is 92-2007180.

EIN 92-2007180

Plan number 001

Plan year 2025

ACK ID 20260327113307NAL0009347858001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bluestem Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bluestem Wealth Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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