Retirement plan

BLUE RIDGE CAPITAL VENTURES, LLC 401(K) PROFIT SHARING PLAN

Name: BLUE RIDGE CAPITAL VENTURES, LLC - BLUE RIDGE CAPITAL VENTURES, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: BLUE RIDGE CAPITAL VENTURES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE RIDGE CAPITAL VENTURES, LLC 401(K) PROFIT SHARING PLAN, BLUE RIDGE CAPITAL VENTURES, LLC

BLUE RIDGE CAPITAL VENTURES, LLCEIN 83-1951113Plan #001PY 2024

TWO BLUE HILL PLAZA, LOBBY FL - PEARL RIVER, NY 10965212-446-6207LinkedIn51-200 employeesinvestment management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.3M

+38.7% from 2023

Total participants

+8.3% from 2023

Average account balance

$128,238

+28.0% from 2023

Annual return

16.66%

-2.31 pp from 2023

Benchmarks

See 37,207 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,207 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.33M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

136.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$530K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+16.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27

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

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$689

$36 / participant

Other / not subdivided$689100.0%

% of EOY assets

0.021%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$128,238

$201,259-36.3%

$184,200-30.4%

$145,959-12.1%

Participation rate

100.0%

87.5%+12.5pp

86.8%+13.2pp

80.3%+19.7pp

Annual return

16.66%

28.98%-12.3pp

28.80%-12.1pp

561.95%-545.3pp

Employer contribution / active EE

$9,372

$7,018+33.5%

$6,424+45.9%

$4,661+101.1%

Participant deferral / active EE

$18,511

$9,806+88.8%

$9,132+102.7%

$6,689+176.8%

Admin fee / account holder

$27

$16,372-99.8%

$13,907-99.8%

$13,398-99.8%

BLUE RIDGE CAPITAL VENTURES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUE RIDGE CAPITAL VENTURES, LLC 401(K) PROFIT SHARING 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