Plan Snapshot
- Plan Sponsor: Blue Origin, LLC
- Sponsor EIN: 611770771
- Sponsor Address: 21601 76TH AVE S, KENT, WA, 980322442
- Plan Type: 401(k)
- Total Participants: 13,293
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 13,293 | $1.2B | $76.2M | $156.5M |
| 2023 | 10,830 | $811.8M | $68.0M | $133.1M |
| 2022 | 9,361 | $471.8M | $42.2M | $86.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $546,869 | — | $546,869 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $416,893 | — | $416,893 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $963,762
- Estimated Expense Ratio: 0.081% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $959,912 | $416,893 | $2,400 | — | — |
| 2023 | $151,953 | $307,049 | $2,400 | — | — |
| 2022 | $192,478 | $116,980 | — | — | — |