Demo environment: every person, company, dollar figure, and document on this site is fictional — sample data showing what the system does. Read-only.
Bluefin Solo 401(k) Trust E-002
- Entity type
- trust
- Tax classification
- qualified_trust
- Formation state
- unknown
- Formation date
- 2024-01-15
- EIN
- not set
- Return form
- unknown
- Accounting system
- unknown
- Active
- yes
- Role
- Retirement plan trust. Holds the brokerage and trust checking; made one participant loan.
- Notes
- Demo entity. Plan and trust share the name, mirroring common solo-401(k) setups.
Owners
| Owner | Percent | Interest | Acquired | Initial basis | DQ person | Notes | |
|---|
Accounts
| Institution | Nickname | Type | Last 4 | |
|---|
| Vanguard | Trust brokerage |
brokerage | 4410 | |
| Harbor Bank | Trust checking |
checking | 7702 | |
Risks
| ID | Severity | Risk | Status | |
|---|
| RISK-001 | high | Participant loan limit review | resolved | |
Open items
| ID | P | Item | Target | |
|---|
| OI-005 | P3 | Verify the loan autopay fired on Oct 1 | 2026-10-02 | |
Value states:
plain text = known
unverified = working value, not confirmed
unknown = not in the record
Grey is not green.