Assets by plan
Share of aggregate retirement assets
Filings through .
Bluewater Financial, Inc.
EIN 27-3547729Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$4.5M assets
Health & Benefits
0
Participants
6
714 CARDLEY AVE - MEDFORD, OR 97504541-772-1380
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 6 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BLUEWATER FINANCIAL INC 401(K) PLAN
401(k)
Assets$2.6M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BLUEWATER FINANCIAL INC CASH BALANCE PLAN
Cash balance
Assets$1.9M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BLUEWATER FINANCIAL INC 401(K) PLAN | 401(k) | $2.6M | 3 | 2025 |
| #002 | BLUEWATER FINANCIAL INC CASH BALANCE PLAN | Cash balance | $1.9M | 3 | 2025 |
- #001 · 401(k) · 20253
- #002 · Cash balance · 20253
Retirement plans