Cause IQ vendor profile

Bluestar Retirement Services


Bluestar Retirement Services is a firm that provides third party administration, administrative support, consulting services, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, Georgia, and Tennessee (although they are present in other states as well).

Most Bluestar Retirement Services clients are elementary and secondary schools, trade associations, vocational rehabilitation services, and civic and social organizations with revenues ranging from $12 million to $61 million.

Primary location:
Ponte Vedra Beach, FL
Clients in:
FL
Identified clients:
22
Avg client size:
$23 mil revenue
Median client size:
$20 mil revenue

Bluestar Retirement Services client list

 NameTypeLocation
1The American Legion501(c)(19)Indianapolis, IN
2Associated Builders and Contractors (ABC)501(c)(6)Washington, DC
3Ipas501(c)(3)Chapel Hill, NC
4The Glenridge on Palmer Ranch501(c)(3)Sarasota, FL
5Oak Hammock at the University of Florida501(c)(3)Gainesville, FL
6Providence Hall501(c)(3)Herriman, UT
7Goodwill Industries Knoxville501(c)(3)Knoxville, TN
8Affordable Business Solutions501(c)(3)Macon, GA
9Kids Central501(c)(3)Wildwood, FL
10Covenant Hospice501(c)(3)Pensacola, FL
...and 12 more Bluestar Retirement Services not-for-profit tax-exempt clients identified by Cause IQ

Bluestar Retirement Services competitors

Competitors to Bluestar Retirement Services in the nonprofit sector include Edward Jones, Newport Trust Company, Sei Investments, RBC Wealth Management, Alliant Insurance Services, Morningstar, CBIZ Retirement Plan Services, Buck Global LLC, Benefit Plans Admin Services, Inc., and Commonwealth Financial Network.

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