How many employer clients does Blue Sky 401(K) Specialists, Inc. have?

Blue Sky 401(K) Specialists, Inc. is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 2 states.

Who are Blue Sky 401(K) Specialists, Inc.'s largest employer clients?

By plan participants, the largest include Century Mining, LLC (367 participants), Price Brothers, Inc (253 participants) and Commercial Ready Mix Products, Inc. (242 participants).

Where is Blue Sky 401(K) Specialists, Inc. located?

Blue Sky 401(K) Specialists, Inc. is based in Matthews, NC and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/North Carolina

Blue Sky 401(K) Specialists, Inc.

Matthews, NC

Blue Sky 401(K) Specialists, Inc. of Matthews, NC is the broker of record on 13 Form 5500 Schedule A filings covering 8 employer benefit plans across 2 states, with $0 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

plan year 2025

Reported fees

$89,937

Quick answer

Blue Sky 401(K) Specialists, Inc. (Matthews, NC) is the broker of record for 8 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Blue Sky 401(K) Specialists, Inc. have?: Blue Sky 401(K) Specialists, Inc. is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 2 states.
Who are Blue Sky 401(K) Specialists, Inc.'s largest employer clients?: By plan participants, the largest include Century Mining, LLC (367 participants), Price Brothers, Inc (253 participants) and Commercial Ready Mix Products, Inc. (242 participants).
Where is Blue Sky 401(K) Specialists, Inc. located?: Blue Sky 401(K) Specialists, Inc. is based in Matthews, NC and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

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

Employer	State	Participants	Plan year end
Century Mining, LLC	WV	367	2024-12-31
Price Brothers, Inc	NC	253	2025-12-31
Commercial Ready Mix Products, Inc.	NC	242	2025-12-31

5 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.