Original filing (PDF)20250714094235NAL0000879809001

BLUE RIDGE BANCSHARES, INC.

Name: BLUE RIDGE BANCSHARES, INC. — BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: BLUE RIDGE BANCSHARES, INC.

Form 5500

FILING_RECEIVED

BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

99% in single holding99% employer stockNo recordkeeper disclosed

Active participants

102

Accounts w/ balance

134

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE RIDGE BANCSHARES, INC..

Plan sponsor

Name

BLUE RIDGE BANCSHARES, INC.

EIN

43-1550520

Address

4200 LITTLE BLUE PARKWAY · INDEPENDENCE, MO · 64057

Phone

(816) 358-5000

Industry

Commercial Banking· Finance & Insurancesee all

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

2025-07-14

Pension benefit codes

2O · ESOP (non-leveraged)

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

MARKSNELSON LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $3.3M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Blue Ridge Bancshares, Inc. 2013 shares common stock	—	—	$1.2M	$3.3M	99.3%
	Northern Instl Funds-Govt Money Market Fund	—	—	$23K	$23K	0.7%

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