Original filing (PDF)20250121074615NAL0004977664001

BLUE RIDGE BANK

Name: BLUE RIDGE BANK — BLUE RIDGE BANK 401(K) PROFT SHARING PLAN, Form 5500 (2024)
Creator: BLUE RIDGE BANK

Form 5500-SF

FILING_RECEIVED

BLUE RIDGE BANK 401(K) PROFT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

BLUE RIDGE BANK

EIN

57-0371216

Address

100 E. MAIN STREET · WALHALLA, SC · 29691

Phone

(864) 888-2298

Industry

Commercial Banking· Finance & Insurancesee 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

2025-01-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

COMMUNITY FIRST BANK

COMMUNITY FIRST BANK 401(K) PLAN

$2.4M · 36 participants

THE FIRST STATE BANK

THE FIRST STATE BANK, POND CREEK EMP. SAVINGS PLAN

$2.4M

NOLAN & ASSOCIATES

NOLAN & ASSOCIATES RETIREMENT TRUST

$2.4M · 13 participants

THE VALLEY STATE BANK

THE VALLEY STATE BANK 401(K) RETIREMENT PLAN

$2.4M · 38 participants

LEGACY NATIONAL BANK

LEGACY NATIONAL BANK BENTON COUNTY 401(K) PROFIT SHARING PLAN