AUMdb

Blue & Co. 401(k) Plan

Sponsored by Blue & Co., Llc · EIN 351178661 · Plan #002

Total assets
$115M
Net assets
$115M
Active participants
559
With balances
655

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Avantax Retirement Plan Services Recordkeeping, Consulting (general), Investment advisory (participants) $151,165