Blue Ridge 401(k) Plan
Sponsored by Transition Finance Strategies, Llc Dba Blue Ridge Associates · EIN 134238973 · Plan #001
- Total assets
- $18.4M
- Net assets
- $18.4M
- Active participants
- 210
- With balances
- 223
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $16,736 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $15,975 |
| Empower Annuity Insurance Company | Recordkeeping fees | $2,873 |