Blue & Co LLC
auditor19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served28Rank #642 of mapped providers
Assets under administration$5.7B0.0%Market share · rank #1735
Fees received$528,250Median $13,088/planSum across Schedule C direct + indirect
Net wins YoY+011 won · 11 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Blue & Co LLC plan look like?
Service mix · median fees per plan
Count of plans where Blue & Co LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 26 | $13,563 | |
Investment advisory (plan)Code 27 | 2 | $6,000 |
Competitor overlap
Percent of Blue & Co LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Blue & Co LLC.
| Sponsor | From | Assets |
|---|---|---|
LYFT, INC.CA · 208809830-001 | SageView | $375M |
DOREL JUVENILE GROUP, INC.IN · 042836423-002 | SageView | $33M |
GO-HIRE EMPLOYMENT AND DEVELOPMENT INCKY · 273753678-001 | Transamerica | $17M |
PDS CONSULTANTS, INC.KY · 113124680-003 | Lincoln Financial | $17M |
DERBY INDUSTRIES, LLCKY · 061569057-005 | Merrill | $14M |
PHOENIX COAL HOLDINGS, LLCKY · 832375765-001 | QDRO CONSULTANTS COMPANY, LLC | $12M |
MANAR, INC.IN · 351320960-001 | Shepherd Financial Investment Advisory LLC | $8M |
LIFESKILLS, INC.KY · 610661819-001 | ARGI Investment Services LLC | $8M |
LIFESKILLS HEALTH SERVICES, INC.KY · 811641498-002 | (new plan) | $7M |
VALOR LLCKY · 611370293-001 | Horizon Wealth Management | $6M |
Plans lost in 2024
Appeared last year under Blue & Co LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SPX ENTERPRISES, LLCNC · 881769617-005 | Fidelity Investments | $826M |
OHIO BRICKLAYERS PENSION PLANMI · 516029565-001 | Benda, Grace, Stulz & Company, P.C. | $103M |
DOREL U.S.A., INC.IN · 351851471-011 | Empower | $83M |
DOREL JUVENILE GROUP, INC.IN · 042836423-012 | Empower | $13M |
BOARD OF TRUSTEES, BRICKLAYERS LOCAL NO. 55 PENSION PLANIN · 316126985-001 | UMR Inc. | $12M |
DOREL U.S.A., INC.IN · 351851471-013 | Empower | $11M |
MONTGOMERY INN, INC.OH · 310970090-002 | (new plan) | $5M |
WESTERN KENTUCKY REGIONAL MENTAL HEALTH MENTAL RETARDATION ADVISORYKY · 610659633-001 | Creative Retirement Systems | $4M |
BOARD OF TRUSTEES, CEMENT MASONS LOCAL NO. 524 PENSION PLANIN · 310235930-001 | DG Perry, PLLC | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CUMMINS INC.IN · 350257090-001 | $3.2B | 44,593 | $122,400 | 5y | - |
AISIN HOLDINGS OF AMERICA, INC.IN · 952661290-001 | $571M | 11,941 | $17,500 | 3y | - |
MERITOR, INC.IN · 383354643-336 | $546M | 9,980 | $39,000 | 2y | - |
LYFT, INC.CA · 208809830-001 | $375M | 5,026 | $23,500 | 1y | 2 |
DEACONESS HEALTH SYSTEM, INC.IN · 351532889-333 | $262M | 3,835 | $18,600 | 9y | - |
TRIMEDX HOLDINGS, LLCIN · 454807500-001 | $245M | 4,050 | $14,000 | 5y | - |
MID-AMERICA CONVERSION SERVICES, LLCKY · 300881363-002 | $102M | 559 | $8,810 | 4y | 2 |
PLUMBERS & PIPEFITTERS LOCAL 162OH · 316125999-001 | $98M | 1,306 | $31,593 | 6y | - |
HOOSIER ENERGY REC, INC.IN · 350411710-001 | $70M | 352 | $17,000 | 3y | - |
DOREL JUVENILE GROUP, INC.IN · 042836423-002 | $33M | 848 | $13,050 | 3y | - |
Flag exposure
89.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (19)
Raw Schedule C names collapsed into Blue & Co LLC.
- ARNOLD,NEWBOLD,WINTER, JACKS
- BLUE
- BLUE & CO
- BLUE & CO LLC
- BLUE & CO LLC FEE
- BLUE & CO, LLC
- BLUE & CO.
- BLUE & CO. LLC
- BLUE & CO., LLC
- BLUE & CO., LLC.
- BLUE & CO.,LLC
- BLUE & COMPANY
- BLUE & COMPANY LLC
- BLUE & COMPANY, LLC
- BLUE AND CO LLC
- BLUE AND CO., LLC
- BLUE AND COMPANY
- BLUE AND COMPANY LLC
- BLUE AND COMPANY, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Blue & Co LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 7.14% | 7.76% | -0.62 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 21.43% | 1.71% | +19.72 pp |
| Failed to provide benefit | 1 | 3.57% | 0.14% | +3.43 pp |
| Corrective distributions | 5 | 17.86% | 1.76% | +16.10 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Blue & Co LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Blue & Co LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Strategic Advisers | 5 | 17.9% |
| WTW | 3 | 10.7% |
| Anew 401(k) TPA LLC | 2 | 7.1% |
| Aon | 2 | 7.1% |
| Creative Retirement Systems | 2 | 7.1% |
| Global Retirement Partners LLC | 2 | 7.1% |
| McGregor & Associates Inc. | 2 | 7.1% |
| Reams Asset Management | 2 | 7.1% |
| SageView | 2 | 7.1% |
| Wellth Advisory Services LLC | 2 | 7.1% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).