Blue Ridge Capital Holdings Management Co., Inc.401(k)
BLUE RIDGE CAPITAL HOLDINGS MANAGEMENT CO., INC. 401(K) · GREENSBORO, NC · plan year 2019
Reported admin expense ratio · 2019
0.63%
Peer grade: C· admin costs + employer contributions vs same-size plans · how grading works
Blue Ridge Capital Holdings Management Co., Inc. reported $82,527 in plan administrative expenses for 2019: 0.63% of average plan assets, higher than ~90% of peers. Employer contributions averaged $827 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 15 years on file its reported administrative ratio rose from 0.11% to 1.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 68 comparable plans and shown alongside other wholesale trade employers. By assets it is the 893rd-largest of 2,005 plans among North Carolina employers on file, and 2,392nd of 4,246 in wholesale trade. In 2019, employees put in $3.88 for every $1.00 the employer contributed; active participation has grown from 309 to 427 since 2009.
Plan summary
Net assets, end of year$14,778,583
Participants with balances469
Active participants427
Employer contributions$353,339
Employee contributions$1,371,019
Employer contribution per active participant$827
Average account balance$31,511
Benefits paid to participants$629,295
Plan auditDisclaimer of opinion
AuditorDIXON HUGHES GOODMAN LLP
Plan history16
Yearassets · accounts · employer contribution
2024$3.8M · 123 accts · $60K emplr
2023$4.2M · 138 accts · $40K emplr
2022$3.6M · 125 accts · $195 emplr
2021$4.3M · 305 accts · $656 emplr
2020$4.0M · 124 accts · $301K emplr
2019$14.8M · 469 accts · $353K emplr
2018$11.2M · 440 accts · $308K emplr
2017$10.9M · 388 accts · $278K emplr
2016$8.5M · 345 accts · $214K emplr
2015$7.4M · 265 accts · $75K emplr
2014$7.1M · 221 accts · $21K emplr
2013$6.4M · 225 accts · $23K emplr
2012$6.2M · 218 accts
2011$5.7M · 156 accts · $73 emplr
2010$6.1M · 152 accts · $5K emplr
2009$5.8M · 182 accts · $24K emplr
The Blue Ridge Capital Holdings Management Co., Inc. 401(k) match · 2019
Employer contribution per active participant$827
Median for plans this size$1,489
2024$757 per active participant
2023$547 per active participant
2022$3 per active participant
2021$13 per active participant
2020$5,016 per active participant
Blue Ridge Capital Holdings Management Co., Inc.'s 2019 employer contribution ran below the $1,489 median for plans its size. 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.
What these fees cost you
Annual cost at the plan's reported 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Source: U.S. Department of Labor, Form 5500 series, EIN 030576690 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.