How big is Bluestone Advisors Inc.'s plan?

Bluestone Advisors Inc.'s plan reported $289K in assets and 6 participants for 2025.

Original filing (PDF)20260424083928NAL0012490626001

Bluestone Advisors Inc.

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

Form 5500-SF

FILING_RECEIVED

Bluestone Advisors Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Bluestone Advisors Inc.'s Bluestone Advisors Inc. 401(k) Profit Sharing Plan & Trust held $289K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$289K

Net assets (EOY)

$289K

Plan identifiers

Bluestone Advisors Inc.'s EIN is 93-3657782.

EIN 93-3657782

Plan number 001

Plan year 2025

ACK ID 20260424083928NAL0012490626001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Bluestone Advisors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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