Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BLUE SAND SECURITIES, LLC
EIN 90-0387722Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$8.9M assets
Welfare
0
Participants
8
862 BARCARMIL WAY - NAPLES, FL 34110808-298-4509
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.9M assets / 8 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
BLUE SAND SECURITIES, LLC PENSION PLAN
CashBalance
Assets$5.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BLUE SAND SECURITIES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.2M
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 | BLUE SAND SECURITIES, LLC PENSION PLAN | CashBalance | $5.7M | 5 | 2025 | |
| 001 | BLUE SAND SECURITIES, LLC 401(K) PROFIT SHARING PLAN | 401k | $3.2M | 3 | 2025 |
Retirement plans