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Original filing (PDF)20250811124658NAL0010079936001
BLU OMEGA
Form 5500
FILING_RECEIVED
BLU OMEGA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
162
Accounts w/ balance
161
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
11 pooled trusts
Schedule D
32 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 BLU OMEGA.
Plan sponsor
Name
BLU OMEGA
EIN
36-4896999
Address
23244 MORNING WALK DR · ASHBURN, VA · 20148
Phone
(703) 963-3318
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
2025-08-11
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)
Audit & trust (Schedule H)
Auditor
BETHKE CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $21K | — |
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | SERVICE PROVIDER | $0 | — |
Investments
16 direct securities · 11 pooled funds· $5.2M(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.
Common Collective Trust
$3.5M
11 holdings
Uncategorized
$1.8M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MyCompass Amer Fds 2045 Fd R Common Collective Trust | — | — | — | $1.2M | 31.8% | |
| MYCOMPASS AMERICAN FUNDS 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271370 / PN 001 | Common Collective Trust | — | — | $1.2M | 31.8% | |
| MYCOMPASS AMERICAN FUNDS 2050 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271371 / PN 001 | Common Collective Trust | — | — | $611K | 15.7% | |
| MYCOMPASS AMERICAN FUNDS 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271372 / PN 001 | Common Collective Trust | — | — | $362K | 9.3% | |
| MYCOMPASS AMERICAN FUNDS 2040 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271369 / PN 001 | Common Collective Trust | — | — | $343K | 8.8% | |
| MYCOMPASS AMERICAN FUNDS 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271368 / PN 001 | Common Collective Trust | — | — | $284K | 7.3% | |
| Fidelity 500 Index Fund Pooled separate account | — | — | — | $236K | 6.1% | |
| MYCOMPASS AMERICAN FUNDS 2060 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271373 / PN 001 | Common Collective Trust | — | — | $236K | 6.1% | |
| MYCOMPASS AMERICAN FUNDS 2030 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271367 / PN 001 | Common Collective Trust | — | — | $181K | 4.7% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $88K | 2.3% | |
| JPMorgan LargeCap Growth Fund R6 Pooled separate account | — | — | — | $88K | 2.3% | |
| MYCOMPASS AMERICAN FUNDS 2025 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271366 / PN 001 | Common Collective Trust | — | — | $87K | 2.2% | |
| MYCOMPASS AMERICAN FUNDS 2010 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271363 / PN 001 | Common Collective Trust | — | — | $66K | 1.7% | |
| MYCOMPASS AMERICAN FUNDS 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271374 / PN 001 | Common Collective Trust | — | — | $34K | 0.9% | |
| Fidelity Advisor Diversified International Fund Z Pooled separate account ** 109 Fidelity International Index Fund Pooled separate account | — | — | — | $24K | 0.6% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $21K | 0.5% | |
| Voya Government Money Market Fund Pooled separate account | — | — | — | $21K | 0.5% | |
| MYCOMPASS AMERICAN FUNDS 2020 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271365 / PN 001 | Common Collective Trust | — | — | $16K | 0.4% | |
| Vanguard Equity-Income Fund Admiral Pooled separate account | — | — | — | $15K | 0.4% | |
| Insurance company * Voya Fixed Account (4450) general account | — | — | — | $10K | 0.2% | |
| Fidelity Mid Cap Index Fund Pooled separate account | — | — | — | $9K | 0.2% | |
| party date,rate of interest, collateral, par, or maturity date AmCen Mid Cap Value Fund R6 Registered Investment Company $54 American Funds New World R6 Registered Investment Company $301 DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $9K | 0.2% | |
| Fidelity Rl Est Ind Fd Registered Investment Company | — | — | — | $7K | 0.2% | |
| Fidelity Real Estate Index Fund Pooled separate account | — | — | — | $7K | 0.2% | |
| Fidelity Small Cap Index Fund Pooled separate account | — | — | — | $3K | <0.1% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $3K | <0.1% | |
| DFA Intl Small Cap Vl Port Ins Registered Investment Company $373 Fid US Bd Id Fd Registered Investment Company | — | — | — | $1K | <0.1% |
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