Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
BLUE CHIP RETIREMENT PLANS, INC.
EIN 39-1974154financial servicesLatest filing 2024
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
23
6737 W. WASHINGTON STREET, STE 1105 - MILWAUKEE, WI 53214414-545-0085bluechipretirementplans.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 23 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 CHIP RETIREMENT PLANS, INC. 401(K) PLAN
401k
Assets$4.7M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
BLUE CHIP RETIREMENT PLANS, INC. CASH BALANCE PLAN II
CashBalance
Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BLUE CHIP RETIREMENT PLANS, INC. 401(K) PLAN | 401k | $4.7M | 17 | 2024 | |
| 003 | BLUE CHIP RETIREMENT PLANS, INC. CASH BALANCE PLAN II | CashBalance | $1.4M | 6 | 2024 |
Retirement plans