Plan Ledger DOL Form 5500 · updated monthly

Blue Diamond Legacy Holdings, Inc.ESOP

BLUE DIAMOND LEGACY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · TUCSON, AZ · plan year 2024

Employer contribution per participant · 2024
$11,538

Blue Diamond Legacy Holdings, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $51,341,449 across 447 participant accounts, with employer contributions averaging $11,538 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 185th-largest of 1,285 plans among Arizona employers on file, and the 1,034th of 5,337 in construction.

Plan summary
Net assets, end of year$51,341,449
Participants with balances447
Active participants286
Employer contributions$3,300,000
Employee contributions—
Employer contribution per active participant$11,538
Average account balance$114,858
Benefits paid to participants$2,002,129
Plan auditUnmodified (clean) audit opinion
AuditorBEACHFLEISCHMAN PLLC
Employer contributions to the Blue Diamond Legacy Holdings, Inc. plan · 2024
Employer contribution per active participant$11,538
Median for plans this size$2,416

Blue Diamond Legacy Holdings, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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Source: U.S. Department of Labor, Form 5500 series, EIN 874254580 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.