# Blue Trust INC. 401(k) Plan
Source: https://planprovider.pro/companies/ronald-blue-trust-401k-plan

> Blue Trust INC.'s 401(k) plan: 465 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Blue Trust INC.

- **Sponsor EIN:** 853932468

- **Sponsor Address:** 1125 SANCTUARY PKWY STE 500, ALPHARETTA, GA, 30009

- **Plan Type:** 401(k)

- **Total Participants:** 465

- **Total Assets:** $36.3M

## 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|465|$36.3M|$2.2M|$4.9M|

| 2023|441|$27.6M|$1.9M|$4.4M|

| 2022|404|$17.6M|$1.0M|$2.2M|

## 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|

| REYNOLDS BONE & GRIESBECK, PLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [REYNOLDS BONE & GRIESBECK, PLC](https://planprovider.pro/provider/reynolds-bone-and-griesbeck-plc) — Auditor

## 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|$105,809|$59,158|—|—|—|

| 2023|$70,946|$43,057|—|—|—|

| 2022|$31,041|—|$31,041|—|—|

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