Blue Chip Talent Retirement Savings Plan — Form 5500 plan (Blue Chip Talent)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Blue Chip Talent Retirement Savings Plan is a benefit plan reported by Blue Chip Talent under EIN 38-3155344 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $7,069,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Chip Talent
- EIN
- 38-3155344
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomfield Hills, MI
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $7,069,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20240924052445NAL0022309856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,069,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,069,967
- Net assets (BOY)
- $5,678,772
Income & contributions
- Employer contributions
- $39,474
- Participant contributions
- $1,232,803
- Total contributions
- $1,417,317
- Total income / additions
- $2,449,070
Expenses & distributions
- Benefits paid
- $1,048,079
- Administrative expenses
- $9,075
- Total expenses
- $1,057,875
- Net increase / (decrease)
- $1,391,195
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $9,075 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Hantz Financial Services, Inc. | ADVISOR | $0 | $0 | 2023 |