AUMdb

Blue Ridge Companies 401(k) Plan

Sponsored by Blue Ridge Companies, Inc. · EIN 561985776 · Plan #001

Total assets
$13.0M
Net assets
$13.0M
Active participants
308
With balances
369

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mvp Plan Administrators, Inc Recordkeeping fees, Other fees, Contract administrator $18,866
Securities America Advisors, Inc Investment advisory (participants), Investment advisory (plan), Named fiduciary $11,000