Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE BLUE DAISY USA, INC
EIN 20-4409699marketing and advertisingLatest filing 2024
Plans
2
Retirement
2
$247K assets
Welfare
0
Participants
6
6601 LYONS RD SUITE D2 - COCONUT CREEK, FL 33073954-531-0118bluedaisymedia.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $247K assets / 6 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#002
THE BLUE DAISY USA CASH BALANCE PLAN
CashBalance
Assets$160K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE BLUE DAISY USA 401(K) PROFIT SHARING PLAN
401k
Assets$87K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE BLUE DAISY USA CASH BALANCE PLAN | CashBalance | $160K | 3 | 2024 | |
| 001 | THE BLUE DAISY USA 401(K) PROFIT SHARING PLAN | 401k | $87K | 3 | 2024 |
Retirement plans