Filings through .
Blue & Co., LLC
Matched across 19 name variants in the filings
Blue & Co., LLC at a glance
Blue & Co., LLC appears on 31 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $5.8B in assets for 94,584 participants. The median client plan holds $18.0M. Most client plans are sponsored in KY, IN and OH. The largest clients by plan assets are Cummins Inc., Aisin Holdings of America, Inc. and LYFT, Inc.. Plans reported $632K in direct and indirect compensation paid to Blue & Co., LLC, a median of $13K per plan.
- Participants
- 94,584
- Median plan assets
- $18.0M
- Median plan participants
- 402
- Median fees per plan
- $13K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Cummins Inc. | IN | $3.2B | 44,593 |
| Aisin Holdings of America, Inc. | IN | $680M | 12,486 |
| LYFT, Inc. | CA | $456M | 4,949 |
| Brown-Forman Corporation | KY | $430M | 2,782 |
| Trimedx Holdings, LLC | IN | $294M | 4,185 |
| Batesville Services LLC | IN | $229M | 2,034 |
| Transylvania University | KY | $84.6M | 821 |
| Hoosier Energy Rec, Inc. | IN | $83.8M | 342 |
| Brown-Forman Corporation | KY | $53.2M | 796 |
| Elwood Staffing Services, Inc. | IN | $41.7M | 13,863 |
| Brown-Forman Corporation | KY | $35.7M | 299 |
| Talbert House | OH | $33.5M | 1,095 |
| G & W Laboratories, Inc. | NJ | $25.9M | 228 |
| PDS Consultants, Inc. | KY | $20.5M | 683 |
| Go-Hire Employment and Development Inc | KY | $20.0M | 1,036 |
| Tri-State Forest Products, Inc. | OH | $18.0M | 258 |
| Derby Industries, LLC | KY | $16.3M | 674 |
| Wayne Hospital Company | OH | $14.3M | 402 |
| Judy Construction Company | KY | $11.9M | 350 |
| Advanced Microelectronics, Inc. Dba the Ame Group | IN | $11.3M | 300 |
| Qualex Manufacturing, LLC | KY | $10.7M | 413 |
| Lifeskills, Inc. | KY | $8.4M | 600 |
| Manar, Inc. | IN | $8.1M | 267 |
| Lifeskills Health Services, Inc. | KY | $7.8M | 319 |
| Valor LLC | KY | $6.6M | 279 |
Top client states
- KY13 plans
- IN11 plans
- OH5 plans
- CA1 plan
- NJ1 plan
Frequently asked questions
- Who uses Blue & Co., LLC?
- 31 retirement plans list Blue & Co., LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Cummins Inc., Aisin Holdings of America, Inc., LYFT, Inc., Brown-Forman Corporation and Trimedx Holdings, LLC. Most client plans are sponsored in KY, IN and OH.
- How many plans does Blue & Co., LLC serve?
- Blue & Co., LLC serves 31 retirement plans with $5.8B in plan assets and 94,584 participants, based on the latest Form 5500 filings through 2024.
- What does Blue & Co., LLC charge?
- Plans reported $632K in total Schedule C compensation paid to Blue & Co., LLC. The median plan paid $13K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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