Plan Snapshot
- Plan Sponsor: Blue Ridge Capital Holdings Management Co., INC.
- Sponsor EIN: 030576690
- Sponsor Address: 300 NORTH GREENE STREET, SUITE 2100, GREENSBORO, NC, 27401
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 79 | $3.8M | $59,765 | $198,055 |
| 2023 | 73 | $4.2M | $39,956 | $192,702 |
| 2022 | 60 | $3.6M | $195 | $173,707 |
| 2021 | 52 | $4.3M | $0 | $0 |
| 2020 | 60 | $4.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $14,669 | — | $14,669 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,669
- Estimated Expense Ratio: 0.382% 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 | $40,955 | $11,508 | — | $14,669 | — |
| 2023 | $39,752 | $10,037 | — | $14,300 | — |
| 2022 | $40,424 | — | — | — | — |
| 2021 | $45,211 | — | — | — | — |
| 2020 | $91,495 | — | — | — | — |