Plan Snapshot
- Plan Sponsor: Bluemont Group Holdings, LLC
- Sponsor EIN: 883397917
- Sponsor Address: PO BOX 32765, KNOXVILLE, TN, 37930
- Plan Type: 401(k)
- Total Participants: 692
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 692 | $2.8M | $365,278 | $468,070 |
| 2023 | 596 | $2.4M | $273,475 | $397,696 |
| 2022 | 508 | $2.0M | $268,854 | $377,368 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $10,563 | — | — | — | — |
| 2023 | $8,207 | — | — | — | — |
| 2022 | $1,075 | — | $1,075 | — | — |