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Original filing (PDF)20251015142211NAL0002561811001
BLUE CORONA, INC.
Form 5500
FILING_RECEIVED
BLUE CORONA, INC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
141
Accounts w/ balance
155
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
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)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE CORONA, INC..
Plan sponsor
Name
BLUE CORONA, INC.
EIN
26-1755917
Address
7595 RICKENBACKER DRIVE · GAITHERSBURG, MD · 20879
Phone
(301) 591-9397
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CAMPBELL ALBRECHT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $14K | — |
| KESTRA ADVISORY SERVICES. | — | AUSTIN, TX | NONE | $7K | — |
| WILMINGTON TRUST | — | WILMINGTON, DE | NONE | $5K | — |
Investments
33 direct securities · 1 pooled fund· $6.1M(99% 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
$6.1M
33 holdings
Common Collective Trust
$12K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.2M | 19.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $969K | 15.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $790K | 12.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $619K | 10.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $584K | 9.5% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $235K | 3.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $230K | 3.7% | |
| Fidelity Adv Balanced Z Fidelity 0 | — | — | — | $154K | 2.5% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $152K | 2.5% | |
| Putnam Large Cap Growth R6 Putnam 0 | — | — | — | $130K | 2.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $128K | 2.1% | |
| T. Rowe Price Blue Chip Growth I T. Rowe Price 0 | — | — | — | $118K | 1.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $115K | 1.9% | |
| Fidelity Advisor Total Bond Z Fidelity 0 | — | — | — | $77K | 1.2% | |
| American Eupac R6 American Eupac 0 | — | — | — | $70K | 1.1% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $59K | 1.0% | |
| BlackRock Emerging Markets K BlackRock 0 | — | — | — | $53K | 0.9% | |
| AB Small Cap Growth Portfolio Z AB Small cap 0 | — | — | — | $52K | 0.8% | |
| iShares Russell Mid-Cap Index K iShares 0 | — | — | — | $49K | 0.8% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $46K | 0.7% | |
| Franklin Small Cap Growth R6 Franklin 0 563 JPMorgan Small Cap Value R6 JP Morgan 0 | — | — | — | $43K | 0.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $41K | 0.7% | |
| Principal Real Estate Securities R6 Principal 0 | — | — | — | $35K | 0.6% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $26K | 0.4% | |
| MFS Value R6 MFS 0 | — | — | — | $24K | 0.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $21K | 0.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $18K | 0.3% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $16K | 0.3% | |
| Touchstone Mid Cap Fund Y Touchstone 0 | — | — | — | $14K | 0.2% | |
| Hartford Core Equity R6 Hartford 0 | — | — | — | $14K | 0.2% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $12K | 0.2% | |
| GG CIT III FOR METLIFE GAC 25554 J GREAT GRAY TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $12K | 0.2% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $9K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $3K | <0.1% |
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