Blue Ridge Capital Holdings Management Co., Inc. 401(k)
Sponsored by Blue Ridge Capital Holdings Management Co., Inc. · EIN 030576690 · Plan #002
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 79
- With balances
- 123
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forvis Mazars, Llp | Accounting | $14,669 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $13,770 |
| Mma Securities | Investment advisory (plan) | $11,508 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $3.8M | 79 | ack 20251006105533NAL0008692018001 |
| 01/01/2021 | $4.3M | 52 | ack 20251022103621NAL0001142099001 |
| 01/01/2020 | $4.0M | 60 | ack 20251029160331NAL0001084513001 |
| 01/01/2019 | $14.8M | 427 | ack 20251022162721NAL0005165794001 |
| 01/01/2018 | $11.2M | 401 | ack 20251022152405NAL0001488657001 |
| 01/01/2017 | $10.9M | 361 | ack 20251104130845NAL0006602483001 |
| 01/01/2015 | $7.4M | 290 | ack 20260618151535NAL0003299457001 |
| 01/01/2014 | $7.1M | 245 | ack 20260619133055NAL0002827395001 |
| 01/01/2013 | $6.4M | 226 | ack 20260619135503NAL0005210144001 |
| 01/01/2012 | $6.2M | 258 | ack 20260619144500NAL0005301888001 |
| 01/01/2011 | $5.7M | 290 | ack 20260619152026NAL0002660019001 |
| 01/01/2010 | $6.1M | 295 | ack 20260622111527NAL0007697312001 |
| 01/01/2009 | $5.8M | 309 | ack 20260622111238NAL0007695552001 |