Retirement plan

BLUEGRASS EDUCATIONAL TECHNOLOGIES, LLC 401(K) PLAN

Name: BLUEGRASS EDUCATIONAL TECHNOLOGIES, LLC - BLUEGRASS EDUCATIONAL TECHNOLOGIES, LLC 401(K) PLAN (2025) Form 5500
Creator: BLUEGRASS EDUCATIONAL TECHNOLOGIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUEGRASS EDUCATIONAL TECHNOLOGIES, LLC 401(K) PLAN, BLUEGRASS EDUCATIONAL TECHNOLOGIES, LLC

BLUEGRASS EDUCATIONAL TECHNOLOGIES, LLCEIN 26-4710320Plan #001PY 2025

771 CORPORATE DR, STE 750 - LEXINGTON, KY 40503859-514-2333bluegrasset.comLinkedIn11-50 employeeseducation management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$829K

+81.1% from 2024

Total participants

0.0% from 2024

Average account balance

$51,813

+81.1% from 2024

Annual return

18.05%

+10.37 pp from 2024

Benchmarks

See 7,240 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,240 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$829K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$52K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

106.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$289K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.05%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1136

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2H2S2T3D3H

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$18K

$1212 / participant

Other / not subdivided$18K100.0%

% of EOY assets

2.192%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,813

$68,097-23.9%

$62,929-17.7%

$137,256-62.3%

Participation rate

100.0%

77.4%+22.6pp

73.1%+26.9pp

80.0%+20.0pp

Annual return

18.05%

1859.11%-1841.1pp

1063.93%-1045.9pp

220.34%-202.3pp

Employer contribution / active EE

$6,478

$2,811+130.4%

$2,505+158.6%

$4,156+55.9%

Participant deferral / active EE

$12,777

$4,553+180.7%

$3,888+228.6%

$6,407+99.4%

Admin fee / account holder

$1,136

$6,521-82.6%

$5,065-77.6%

$12,270-90.7%

BLUEGRASS EDUCATIONAL TECHNOLOGIES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUEGRASS EDUCATIONAL TECHNOLOGIES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion