Blue Ridge ESOP Associates
other18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served59+16 YoYRank #339 of mapped providers
Assets under administration$4.5B0.0%Market share · rank #2021
Fees received$1MMedian $11,412/planSum across Schedule C direct + indirect
Net wins YoY+1623 won · 7 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 Ridge ESOP Associates plan look like?
Service mix · median fees per plan
Count of plans where Blue Ridge ESOP Associates ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract AdministratorCode 13 | 41 | $8,550 | |
Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 14 | 3 | $41,464 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 3 | $20,065 | |
Other services; Accounting (including auditing)Code 10 | 2 | $9,115 | |
Other services; Consulting (general)Code 16 | 2 | $10,767 | |
Consulting (pension)Code 17 | 2 | $44,972 | |
Other services; Other feesCode 49 | 2 | $25,106 | |
Recordkeeping feesCode 64 | 2 | $51,766 |
Competitor overlap
Percent of Blue Ridge ESOP Associates'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 Ridge ESOP Associates.
| Sponsor | From | Assets |
|---|---|---|
GARLAND INDUSTRIES, INCOH · 341115246-002 | (new plan) | $2.0B |
MILES & STOCKBRIDGE P.C.MD · 521852131-001 | Creative Planning | $195M |
CUA OPCO, LLCMD · 812954717-001 | Coastal Pension Services | $171M |
SOUTH TEXAS RADIOLOGY GROUP, P.A.TX · 741671142-001 | High Tower Advisors | $112M |
ARROW FASTENER CO., LLCNJ · 221818358-001 | PLANT & MORAN PLLC | $30M |
SEMMES, BOWEN & SEMMESMD · 521955555-001 | Coastal Pension Services | $28M |
KING ARTHUR BAKING COMPANY, INC.VT · 041806660-002 | Morgan Stanley | $28M |
1910 LEGACY ENTERPRISES, INC.GA · 822955160-003 | (new plan) | $26M |
FINANCIAL STATEMENT SERVICES, INC.CA · 330032400-002 | (new plan) | $22M |
FORCINE CONCRETE & CONSTRUCTION CO. INC.PA · 232158026-001 | (new plan) | $19M |
Plans lost in 2024
Appeared last year under Blue Ridge ESOP Associates; not this year.
| Sponsor | To | Assets |
|---|---|---|
SCHEELS ALL SPORTS, INC.ND · 450306649-002 | SBT of Fargo | $838M |
COMMUNITY BANCSHARES, INC.MO · 431218711-003 | Ascensus | $27M |
YORK ENTERPRISE SOLUTIONS, INCIL · 364039195-001 | Pollard & Associates Inc. | $12M |
PETERSEN AUTOMOTIVE INTERESTS, INC.LA · 721132718-001 | Transition Finance Strategies LLC | $9M |
SPIEZLE GROUP, INC.NJ · 231937152-002 | Goldman Sachs Asset Management | $6M |
SEACO NATIONAL CORP. DBA SOUTHEAST PETGA · 581478160-001 | Transition Finance Strategies LLC | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GARLAND INDUSTRIES, INCOH · 341115246-002 | $2.0B | 1,601 | $40,822 | 1y | - |
LIFESPAN CORPORATION D/B/A BROWN UNIVERSITY HEALTHRI · 222861978-001 | $538M | 13,259 | $103,670 | 3y | - |
MILES & STOCKBRIDGE P.C.MD · 521852131-001 | $195M | 540 | $4,997 | 1y | - |
CUA OPCO, LLCMD · 812954717-001 | $171M | 1,631 | $79,000 | 1y | 1 |
LJA ENGINEERING, INC.TX · 760540328-001 | $121M | 2,654 | $43,342 | 9y | 1 |
THOMPSON HOLDINGS, INC.AL · 721381313-001 | $117M | 722 | $11,412 | 10y | 2 |
SOUTH TEXAS RADIOLOGY GROUP, P.A.TX · 741671142-001 | $112M | 179 | $13,120 | 1y | 1 |
MCCREARY MODERN, INC.NC · 561497443-002 | $90M | 1,080 | $48,621 | 4y | - |
FRIENDS & FAMILY HOME CARE SERVICES, LLCNY · 462961005-001 | $71M | 13,237 | $177,752 | 4y | - |
THE AMERICAN NATIONAL BANK OF TEXASTX · 751747054-002 | $69M | 713 | $31,147 | 9y | - |
Flag exposure
86.4%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 (18)
Raw Schedule C names collapsed into Blue Ridge ESOP Associates.
- ARROW PENSIONS
- ARROW PENSIONS, LLC
- ARROW STREET
- ARROW STREET ACWI EX-US IMI AEFII
- ARROW STREET INTL ACWI EX US FD
- ARROW WEALTH ADVISORS INC
- ARROWGRASS CUSTOMIZED SOLUTIONS
- ARROWGRASS INTL FUND LTD
- BLUE RIDGE
- BLUE RIDGE ASSOCIATES
- BLUE RIDGE ASSOCIATES, INC.
- BLUE RIDGE ESOP ASOCIATES
- BLUE RIDGE ESOP ASSOC.
- BLUE RIDGE ESOP ASSOCIAT
- BLUE RIDGE ESOP ASSOCIATES
- BLUE RIDGE ESOP ASSOOCIATIES
- BLUE RIDGE TOPCO LLC DBA BLUE RIDGE
- BLUE RIDGE TOPCO, 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 Ridge ESOP Associates'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 | 1 | 1.69% | 7.76% | -6.07 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 9 | 15.25% | 1.71% | +13.54 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 7 | 11.86% | 1.76% | +10.11 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 Ridge ESOP Associates. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Blue Ridge ESOP Associates'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 |
|---|---|---|
| Global Retirement Partners LLC | 4 | 6.8% |
| Coastal Pension Services | 3 | 5.1% |
| Leaf House Financial Advisors | 2 | 3.4% |
| Northwestern Mutual Wealth Management | 2 | 3.4% |
| Strategic Advisers | 2 | 3.4% |
| Wellth Advisory Services LLC | 2 | 3.4% |
| ACCLARO VALUATION ADVISORS | 1 | 1.7% |
| Acuity Advisors | 1 | 1.7% |
| Alternative Investment Advisors LLC | 1 | 1.7% |
| Ambrose ESOP Advisors | 1 | 1.7% |