Blue Ridge Beverage Company, Inc. Profit Sharing Plan
Sponsored by Blue Ridge Beverage Company, Inc. · EIN 540143872 · Plan #001
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 487
- With balances
- 572
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Harbor Investment Advisory, Llc CRD 151085 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $60,268 |
| Harbor Investment Advisory Llc | Investment advisory (plan) | $60,000 |