Plan Ledger DOL Form 5500 · updated monthly

Bluevine Inc.401(k)

BLUEVINE CAPITAL, INC. 401(K) PLAN · JERSEY CITY, NJ · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Bluevine Inc. reported $26,907 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $4,714 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 2 years on file its reported administrative ratio fell from 0.16% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,084th-largest of 2,419 plans among New Jersey employers on file, and 3,077th of 4,798 in finance & insurance. In 2024, employees put in $2.43 for every $1.00 the employer contributed; active participation has shrunk from 357 to 243 since 2022.

Plan summary
Net assets, end of year$19,803,476
Participants with balances388
Active participants243
Employer contributions$1,145,418
Employee contributions$2,785,866
Employer contribution per active participant$4,714
Average account balance$51,040
Benefits paid to participants$3,135,854
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 388 accts · $1.1M emplr
2023$16.1M · 414 accts · $1.2M emplr
2022$10.1M · 382 accts · $958K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,618
Investment management$9,289
Total administrative$26,907
The Bluevine Inc. 401(k) match · 2024
Employer contribution per active participant$4,714
Median for plans this size$2,416
2024$4,714 per active participant
2023$3,191 per active participant
2022$2,685 per active participant

Bluevine 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$17,618
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,289

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$26,907 · 0.15%
2023$19,661 · 0.15%
2022$15,237 · 0.16%
Same employer
Similar plansFinance & Insurance · New Jersey
Somerset Regal Bank NJ$19.9M · 0.30%
Arc Home LLC NJ$16.1M · 0.41%
Magyar Bank NJ$15.7M · 0.44%
Newfield National Bank NJ$15.5M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 463229218 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.