Fundz
Fundz
Benefits Intelligence/Broker Directory/North Carolina

Blue Sky 401(K) Specialist Inc 1207

Matthews, NC

Blue Sky 401(K) Specialist Inc 1207 of Matthews, NC is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $0 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$0
plan year 2025
Reported fees
$7,050

Quick answer

Blue Sky 401(K) Specialist Inc 1207 (Matthews, NC) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Blue Sky 401(K) Specialist Inc 1207 have?
Blue Sky 401(K) Specialist Inc 1207 is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Blue Sky 401(K) Specialist Inc 1207's largest employer clients?
By plan participants, the largest include Commercial Ready Mix Products, Inc. (242 participants).
Where is Blue Sky 401(K) Specialist Inc 1207 located?
Blue Sky 401(K) Specialist Inc 1207 is based in Matthews, NC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Blue Sky 401(K) Specialist Inc 1207 on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Commercial Ready Mix Products, Inc.NC2422025-12-31

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in North Carolina

All brokers in North Carolina →

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.