Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BLUE RIVER FINANCIAL GROUP, INC.
EIN 03-0502830investment bankingLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
60
1668 S TELEGRAPH ROAD, SUITE 250 - BLOOMFIELD HILLS, MI 48302810-577-4707goblueriver.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 60 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BLUE RIVER 401(K) RETIREMENT PLAN
401k
Assets$2.8M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BLUE RIVER FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.7M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BLUE RIVER 401(K) RETIREMENT PLAN | 401k | $2.8M | 39 | 2025 | |
| 002 | BLUE RIVER FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.7M | 21 | 2025 |
Retirement plans