Blueprints Retirement Plan
Sponsored by Blueprints · EIN 251153028 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 521
- With balances
- 443
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Carnegie Capital Asset Management, Llc CRD 150488 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Carnegie Capital Asset Mgt | Investment advisory (participants), Investment advisory (plan), Investment management | $25,529 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $10,126 |
| Metropolitian Life Insurance Co | Recordkeeping, Direct payment from the plan | $60 |