BLUESTEM WEALTH PARTNERS
Plan context: BLUESTEM WEALTH PARTNERS SAFE HARBOR 401K PLAN
EIN 92-2007180 • Litchfield, MN • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
33
2025 Assets
$2,776,930
2025 Contributions
$626,675
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 33 | $2,776,930 | $626,675 | $18,990iApproximate average salary by contribution assumption: employee only about $474,754 at 4% or $316,503 at 6%; with 50% employer match about $316,503 at 4% or $211,002 at 6%; with 100% employer match about $237,377 at 4% or $158,251 at 6%. |
| BLUESTEM WEALTH PARTNERS SAFE HARBOR 401K PLAN | - | 33 | $2,776,930 | $626,675 | $18,990iApproximate average salary by contribution assumption: employee only about $474,754 at 4% or $316,503 at 6%; with 50% employer match about $316,503 at 4% or $211,002 at 6%; with 100% employer match about $237,377 at 4% or $158,251 at 6%. |
| 2024 | 1 | 33 | $1,823,698 | $614,819 | $18,631iApproximate average salary by contribution assumption: employee only about $465,772 at 4% or $310,515 at 6%; with 50% employer match about $310,515 at 4% or $207,010 at 6%; with 100% employer match about $232,886 at 4% or $155,257 at 6%. |
| BLUESTEM WEALTH PARTNERS SAFE HARBOR 401K PLAN | - | 33 | $1,823,698 | $614,819 | $18,631iApproximate average salary by contribution assumption: employee only about $465,772 at 4% or $310,515 at 6%; with 50% employer match about $310,515 at 4% or $207,010 at 6%; with 100% employer match about $232,886 at 4% or $155,257 at 6%. |
| 2023 | 1 | 35 | $1,143,020 | $534,878 | $15,282iApproximate average salary by contribution assumption: employee only about $382,056 at 4% or $254,704 at 6%; with 50% employer match about $254,704 at 4% or $169,803 at 6%; with 100% employer match about $191,028 at 4% or $127,352 at 6%. |
| BLUESTEM WEALTH PARTNERS SAFE HARBOR 401K PLAN | - | 35 | $1,143,020 | $534,878 | $15,282iApproximate average salary by contribution assumption: employee only about $382,056 at 4% or $254,704 at 6%; with 50% employer match about $254,704 at 4% or $169,803 at 6%; with 100% employer match about $191,028 at 4% or $127,352 at 6%. |