How big is BLT Management, LLC's plan?

BLT Management, LLC's plan reported $13.3M in assets and 137 participants for 2024.

Original filing (PDF)20250722154627NAL0006558162001

BLT Management, LLC

Name: BLT Management, LLC — BLT Management, LLC 401(k), Form 5500 (2024)
Creator: BLT Management, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

BLT Management, LLC 401(k) Plan

401(k) retirement plan · BLT Management, LLC's BLT Management, LLC 401(k) Plan held $13.3M in plan assets for 137 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

137

Accounts w/ balance

108

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

People on this filing

Scott Harris signed BLT Management, LLC's 2024 Form 5500 as plan administrator.

Scott Harris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BLT Management, LLC's EIN is 45-0492636.

EIN 45-0492636

Plan number 001

Plan year 2024

ACK ID 20250722154627NAL0006558162001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BLT Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BLT Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLT MANAGEMENT, LLC.

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How this plan invests

This plan

35 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (23rd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

BLT MANAGEMENT, LLC

EIN

all filings

Address

P.O. BOX 110295 · STAMFORD, CT · 069110295

Phone

(203) 846-1900

Industry

Real Estate

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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROFESSIONAL CAPITAL SERVICES, LLC	23-3038464	—	CONTRACT ADMINISTRATOR	$64K	—

Investments

35 direct securities· $13.3M(100% of reported assets)

Mutual Funds

$10.7M

28 holdings

Common Collective Trusts

$1.7M

3 holdings

Other securities

$819K

3 holdings

Participant loans

$108K

1 holding

					% of plan
Professional Capital Services Vanguard Growth Index Admiral	Mutual Funds	—	—	$1.4M	10.7%
Professional Capital Services Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$1.2M	8.8%
Professional Capital Services Vanguard Total Stock Mkt Idx Adm	Common Collective Trusts	—	—	$1.1M	7.9%
Professional Capital Services Vanguard Value Index Adm	Mutual Funds	—	—	$993K	7.5%
Professional Capital Services Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$980K	7.4%
Professional Capital Services Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$891K	6.7%
Professional Capital Services Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$643K	4.8%
Professional Capital Services AdvisorTrust FDIC Insured DDA	Other securities	—	—	$600K	4.5%
Professional Capital Services Fidelity International Index	Mutual Funds	—	—	$586K	4.4%
Professional Capital Services Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$566K	4.2%
Professional Capital Services Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$539K	4.0%
Professional Capital Services Vanguard Small Cap Growth Index Admiral	Mutual Funds	—	—	$538K	4.0%
Professional Capital Services Vanguard Mid-Cap Growth Index Admiral	Mutual Funds	—	—	$495K	3.7%
Professional Capital Services Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$434K	3.3%
Professional Capital Services Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$349K	2.6%
Professional Capital Services Vanguard Total Bond Market Index Adm	Mutual Funds	—	—	$346K	2.6%
Professional Capital Services Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$313K	2.4%
Professional Capital Services Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$212K	1.6%
Professional Capital Services Vanguard Balanced Index Adm	Mutual Funds	—	—	$211K	1.6%
Professional Capital Services Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$164K	1.2%
Professional Capital Services Vanguard Small Cap Index Adm	Mutual Funds	—	—	$123K	0.9%
Professional Capital Services T. Rowe Price Health Sciences	Other securities	—	—	$123K	0.9%
Professional Capital Services Participant Loan	Participant loans	—	—	$108K	0.8%
Professional Capital Services Macquarie Sceience and Technology Y	Other securities	—	—	$97K	0.7%
Professional Capital Services Vanguard Energy Index Admiral	Mutual Funds	—	—	$60K	0.5%
Professional Capital Services Vanguard Mid-Cap Value Index Admiral	Mutual Funds	—	—	$60K	0.4%
Professional Capital Services Vanguard High-Yield Corporate Adm	Mutual Funds	—	—	$55K	0.4%
Professional Capital Services Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$46K	0.3%
Professional Capital Services Vanguard Small Cap Value Index Admiral	Mutual Funds	—	—	$44K	0.3%
Professional Capital Services Vanguard Short-Term Bond Index Adm	Mutual Funds	—	—	$35K	0.3%
Professional Capital Services Vanguard Short-Term Investment-Grade Adm	Mutual Funds	—	—	$27K	0.2%
Professional Capital Services Vanguard Total Intl Stock Index Admiral	Mutual Funds	—	—	$24K	0.2%
Professional Capital Services Vanguard Shrt-Term Infl-Prot Sec Idx Adm	Common Collective Trusts	—	—	$7K	<0.1%
Professional Capital Services DFA Commodity Strategy Institutional	Mutual Funds	—	—	$5K	<0.1%
Professional Capital Services Vanguard Inflation-Protected Secs Adm	Mutual Funds	—	—	$2K	<0.1%