Retirement plan

BLUETEAM USA INTERNATIONAL GRO 401(K) PROFIT SHARING PLAN & TRUST

Name: BLUETEAM USA INTERNATIONAL GRO - BLUETEAM USA INTERNATIONAL GRO 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: BLUETEAM USA INTERNATIONAL GRO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUETEAM USA INTERNATIONAL GRO 401(K) PROFIT SHARING PLAN & TRUST, BLUETEAM USA INTERNATIONAL GRO

BLUETEAM USA INTERNATIONAL GROEIN 46-1829308Plan #001PY 2025

1 EVERTRUST PLZ STE 803 - JERSEY CITY, NJ 073023085347-421-3373

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$165K

+102.6% from 2024

Total participants

+9.1% from 2024

Average account balance

$15,000

+65.8% from 2024

Annual return

68.89%

+55.90 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$165K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$15K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+68.89%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$63

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$695

$58 / participant

Other / not subdivided$695100.0%

% of EOY assets

0.421%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,000

$154,228-90.3%

$145,433-89.7%

$137,256-89.1%

Participation rate

91.7%

83.8%+7.9pp

82.1%+9.5pp

80.0%+11.7pp

Annual return

68.89%

74.59%-5.7pp

66.58%+2.3pp

220.34%-151.4pp

Employer contribution / active EE

$2,074

$4,804-56.8%

$4,554-54.5%

$4,156-50.1%

Participant deferral / active EE

$268

$8,216-96.7%

$7,897-96.6%

$6,407-95.8%

Admin fee / account holder

$63

$14,344-99.6%

$13,129-99.5%

$12,270-99.5%

BLUETEAM USA INTERNATIONAL GRO 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUETEAM USA INTERNATIONAL GRO 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion