Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF BLUE RIDGE LEGAL SERVICES, INC.

Name: BLUE RIDGE LEGAL SERVICES, INC. - 403(B) THRIFT PLAN FOR EMPLOYEES OF BLUE RIDGE LEGAL SERVICES, INC. (2025) Form 5500
Creator: BLUE RIDGE LEGAL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF BLUE RIDGE LEGAL SERVICES, INC., BLUE RIDGE LEGAL SERVICES, INC.

BLUE RIDGE LEGAL SERVICES, INC.EIN 54-1048944Plan #001PY 2025

204 N HIGH ST - HARRISONBURG, VA 228023802540-433-1830brls.orgLinkedIn11-50 employeeslegal services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$5.3M

+20.4% from 2024

Total participants

+9.3% from 2024

Average account balance

$115,796

+7.3% from 2024

Annual return

14.67%

+1.01 pp from 2024

Benchmarks

See 8,165 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,165 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.33M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

148.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$258K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84

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 codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$124 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.072%

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

$115,796

$49,976+131.7%

$66,674+73.7%

$82,637+40.1%

Participation rate

96.8%

63.1%+33.7pp

73.7%+23.1pp

68.1%+28.7pp

Annual return

14.67%

39.09%-24.4pp

321.24%-306.6pp

53.51%-38.8pp

Employer contribution / active EE

$3,850

$1,988+93.7%

$2,620+47.0%

$2,552+50.9%

Participant deferral / active EE

$4,465

$2,847+56.9%

$4,084+9.3%

$4,126+8.2%

Admin fee / account holder

$84

$4,594-98.2%

$5,098-98.4%

$7,339-98.9%

403(B) THRIFT PLAN FOR EMPLOYEES OF BLUE RIDGE LEGAL SERVICES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF BLUE RIDGE LEGAL SERVICES, INC.

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