Plan Ledger DOL Form 5500 · updated monthly

Blue Ridge Holdings, LLC401(k)

BLUE RIDGE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN AND TRUST · COLUMBIA, MD · plan year 2022

Reported admin expense ratio · 2022
0.86%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Blue Ridge Holdings, LLC reported $6,073 in plan administrative expenses for 2022: 0.86% of average plan assets, below the peer median. Employer contributions averaged $405 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Maryland (1,617th of 1,671), and 1,831st of 2,240 in accommodation & food services. In 2022, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$710,476
Participants with balances39
Active participants177
Employer contributions$71,731
Employee contributions$137,851
Employer contribution per active participant$405
Average account balance$18,217
Benefits paid to participants$61,865
Plan auditUnmodified (clean) audit opinion
AuditorMULLEN,SONDBERG,WIMBISH & STONE, PA
Administrative expenses, itemized · 2022
Investment management$4,671
Total administrative$6,073
The Blue Ridge Holdings, LLC 401(k) match · 2022
Employer contribution per active participant$405
Median for plans this size$331

Blue Ridge Holdings, LLC's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,073 · 0.86%
Similar plansAccommodation & Food Services · Maryland
Mount Vernon Mansion, LLC MD$1.2M · 0.28%
Glory Days, Inc. MD$1.1M · 0.06%
Mne, LLC MD$870K · 0.07%
Fork IT Hospitality, LLC MD$442K · 1.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270345739 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.