How big is Blue Ridge Lumber Co's plan?

Blue Ridge Lumber Co's plan reported $12.5M in assets and 107 participants for 2024.

Original filing (PDF)20251014102837NAL0003661472001

Blue Ridge Lumber Co

Name: Blue Ridge Lumber Co — Blue Ridge Lumber Co. 401(k), Form 5500 (2024)
Creator: Blue Ridge Lumber Co
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Blue Ridge Lumber Co. 401(k) Retirement Plan

401(k) retirement plan · Blue Ridge Lumber Co's Blue Ridge Lumber Co. 401(k) Retirement Plan held $12.5M in plan assets for 107 participants in 2024.

Signals · 2

27% in single holdingCorrective distributions issued

Active participants

107

Accounts w/ balance

130

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

Plan identifiers

Blue Ridge Lumber Co's EIN is 22-2012126.

EIN 22-2012126

Plan number 002

Plan year 2024

ACK ID 20251014102837NAL0003661472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blue Ridge Lumber Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Ridge Lumber Co's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

BLUE RIDGE LUMBER CO

EIN

all filings

Address

12 JACKSTONBURG ROAD · BLAIRSTOWN, NJ · 078259615

Phone

(908) 362-8252

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

No Schedule C providers reported

Investments

27 direct securities· $9.3M(75% of reported assets)

Mutual Funds

$8.5M

18 holdings

Common Collective Trusts

$623K

5 holdings

Bonds / Notes

$109K

1 holding

Other securities

$101K

3 holdings

					% of plan
Fidelity Freedom 2035 Fund Mutual Fund	Mutual Funds	—	—	$2.5M	20.2%
Fidelity Freedom 2030 Fund Mutual Fund	Mutual Funds	—	—	$2.0M	15.9%
Fidelity Freedom 2045 Fund Mutual Fund	Mutual Funds	—	—	$1.7M	13.5%
Fidelity Freedom 2050 Fund Mutual Fund	Mutual Funds	—	—	$501K	4.0%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$442K	3.5%
Fidelity Freedom 2020 Fund Mutual Fund	Mutual Funds	—	—	$419K	3.3%
Fidelity Freedom 2040 Fund Mutual Fund	Mutual Funds	—	—	$300K	2.4%
Fidelity Freedom 2060 Fund Mutual Fund	Mutual Funds	—	—	$257K	2.1%
Fidelity Total Bond Fund Mutual Fund	Mutual Funds	—	—	$183K	1.5%
Fidelity Blue Chip Growth K6 Fund Mutual Fund	Mutual Funds	—	—	$132K	1.1%
American Funds American Mutual Fund Mutual Fund	Mutual Funds	—	—	$109K	0.9%
Participants Participant Loans, Interest rates of 6% - 10.5% -	Bonds / Notes	—	—	$109K	0.9%
Fidelity Freedom 2015 Fund Mutual Fund	Mutual Funds	—	—	$95K	0.8%
Fidelity Small Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$91K	0.7%
Fidelity Global ex U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$81K	0.6%
Fidelity Freedom 2055 Fund Mutual Fund	Mutual Funds	—	—	$73K	0.6%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$62K	0.5%
American Century Large Cap Equity Fund Mutual Fund	Other securities	—	—	$45K	0.4%
GQG Partners Emerging Markets Equity Fund Mutual Fund	Other securities	—	—	$45K	0.4%
Fidelity International Capital Appreciation Fund Mutual Fund	Mutual Funds	—	—	$43K	0.3%
Fidelity Government Money Market Fund Money Market Fund	Mutual Funds	—	—	$42K	0.3%
MFS Mid Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$31K	0.3%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$30K	0.2%
Fidelity Freedom 2065 Fund Mutual Fund	Mutual Funds	—	—	$15K	0.1%
Allspring Special Mid Cap Value Fund Mutual Fund	Other securities	—	—	$11K	<0.1%
Fidelity Freedom Retirement Fund Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$8K	<0.1%