Back to filter
Original filing (PDF)20251015190503NAL0007127984001
BLUE RIDGE CABLE TECHNOLOGIES, INC. DBA BLUE RIDGE COMMUNICATIONS
Form 5500
FILING_RECEIVED
UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
121
Accounts w/ balance
135
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 65% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE RIDGE CABLE TECHNOLOGIES, INC. DBA BLUE RIDGE COMMUNICATIONS.
Plan sponsor
Name
BLUE RIDGE CABLE TECHNOLOGIES, INC. DBA BLUE RIDGE COMMUNICATIONS
EIN
24-0864880
Address
613 N. THIRD STREET · PALMERTON, PA · 180711520
Phone
(610) 826-2552
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BARSZ GOWIE AMON FULTZ LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $60K | — |
| STALKER & ASSOCIATES, INC. | 23-2756743 | NEWTOWN, PA | TPA/ RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS LLC | 20-1409613 | — | INVESTMENT ADVISORY-PLAN | $3K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | BROKER | $0 | — |
Investments
33 direct securities · 1 pooled fund· $14.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$13.5M
33 holdings
Common Collective Trust
$525K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | — | — | — | $2.0M | 14.3% | |
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | — | — | — | $1.3M | 9.0% | |
| Vanguard Target Retirement 2050 Fund Investor Shares Mutual Fund | — | — | — | $978K | 7.0% | |
| American Funds The Growth Fund of America Class R-6 Mutual Fund | — | — | — | $890K | 6.3% | |
| Vanguard Target Retirement 2030 Fund Investor Shares Mutual Fund | — | — | — | $750K | 5.3% | |
| MFS Value Fund Class R6 Mutual Fund | — | — | — | $655K | 4.7% | |
| Vanguard Target Retirement 2025 Fund Investor Shares Mutual Fund | — | — | — | $610K | 4.3% | |
| Vanguard Target Retirement 2045 Fund Investor Shares Mutual Fund | — | — | — | $606K | 4.3% | |
| American Funds New Perspective Fund Class R-6 Mutual Fund | — | — | — | $582K | 4.1% | |
| American Funds The Bond Fund of America Class R-6 Mutual Fund | — | — | — | $541K | 3.9% | |
| RELIANCE/METLIFE STABLE 25053CLASS0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $525K | 3.7% | |
| Vanguard Target Retirement 2060 Fund Investor Shares Mutual Fund | — | — | — | $506K | 3.6% | |
| Vanguard Target Retirement 2035 Fund Investor Shares Mutual Fund | — | — | — | $494K | 3.5% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $407K | 2.9% | |
| Vanguard Target Retirement Income Fund Investor Shares Mutual Fund | — | — | — | $289K | 2.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $281K | 2.0% | |
| Vanguard 500 Index Fund Admiral Class Mutual Fund | — | — | — | $276K | 2.0% | |
| Loans backed by participants vested interest, * Participant Directed Loans interest rates from 5.25% to 10.50% | — | — | — | $256K | 1.8% | |
| Janus Henderson Triton Fund Class N Mutual Fund | — | — | — | $232K | 1.7% | |
| MassMutual Select Mid Cap Growth Fund Class I Mutual Fund | — | — | — | $227K | 1.6% | |
| Federated Hermes Institutional High Yield Bond Fund Class R6 Mutual Fund | — | — | — | $217K | 1.5% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $180K | 1.3% | |
| Vanguard Target Retirement 2055 Fund Investor Shares Mutual Fund | — | — | — | $178K | 1.3% | |
| American Funds Inflation Linked Bond Fund Class R-6 Mutual Fund | — | — | — | $160K | 1.1% | |
| Vanguard Value Index Fund Admiral Shares Mutual Fund | — | — | — | $158K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Investor Shares Mutual Fund | — | — | — | $145K | 1.0% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual Fund | — | — | — | $145K | 1.0% | |
| Principal MidCap Value Fund I Institutional Class Mutual Fund | — | — | — | $120K | 0.9% | |
| American Funds New World Fund Class R-6 Mutual Fund | — | — | — | $100K | 0.7% | |
| TIAA-CREF International Equity Index Fund Institutional Class Mutual Fund | — | — | — | $88K | 0.6% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund | — | — | — | $63K | 0.4% | |
| Transamerica High Yield Bond Fund R6 Mutual Fund | — | — | — | $57K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Investor Shares Mutual Fund | — | — | — | $26K | 0.2% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $7K | <0.1% |
Related plans
Other plans using TRANSAMERICA RETIREMENT SOLUTIONS,
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH 403(B) PLAN
$10.9B · 49,356 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN
$3.6B · 21,020 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
Similar-size Information / Tech / Media plans
STARRY, INC
STARRY, INC. 401(K) RETIREMENT PLAN
$14.0M · 186 participants
BARAGA TELEPHONE COMPANY
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BARAGA TELEPHONE COMPANY
$14.2M · 34 participants
GUARDIAN SECURITY SYSTEMS, INC.
ALERT 360 401(K) RETIREMENT PLAN
$13.9M · 432 participants
WESTERN NEW MEXICO TELEPHONE COMPANY, INC.
WESTERN NEW MEXICO TELEPHONE COMPANY, INC. PROFIT SHARING PLAN
$14.2M · 77 participants
VALLEY TELEPHONE COOPERATIVE, INC.
VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN
$13.8M · 197 participants
ELM
ELM LOCATING AND UTILITY SERVICES 401(K) PLAN
$14.2M · 1,188 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B