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Original filing (PDF)20251013105633NAL0000512947001
BLUE ORIGIN, LLC
Form 5500
FILING_RECEIVED
BLUE 401(K) PLAN
401(k) retirement plan
Active participants
13,293
Accounts w/ balance
14,007
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
18 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 63% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE ORIGIN, LLC.
Plan sponsor
Name
BLUE ORIGIN, LLC
EIN
61-1770771
Address
21601 76TH AVE S · KENT, WA · 980322442
Phone
(253) 437-9300
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $547K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $417K | — |
Investments
34 direct securities · 18 pooled funds· $1.8B(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.
Uncategorized
$1.0B
33 holdings
Common Collective Trust
$767.6M
18 holdings
Mutual Funds
$5.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund N/R | — | — | — | $174.8M | 14.8% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $148.5M | 12.6% | |
| Fidelity Freedom 2055 Fund Class T N/R | — | — | — | $109.5M | 9.3% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $109.5M | 9.3% | |
| Fidelity Freedom 2050 Fund Class T N/R | — | — | — | $103.2M | 8.7% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $103.2M | 8.7% | |
| Fidelity Freedom 2045 Fund Class T N/R | — | — | — | $83.5M | 7.1% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $83.5M | 7.1% | |
| Fidelity Freedom 2060 Fund Class T N/R | — | — | — | $70.3M | 5.9% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $70.3M | 5.9% | |
| Fidelity Freedom 2040 Fund Class T N/R | — | — | — | $57.9M | 4.9% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $57.9M | 4.9% | |
| Fidelity Freedom 2035 Fund Class T N/R | — | — | — | $54.3M | 4.6% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $54.3M | 4.6% | |
| Fidelity Total Market Index Fund N/R | — | — | — | $49.8M | 4.2% | |
| Fidelity Freedom 2030 Fund Class T N/R | — | — | — | $40.6M | 3.4% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $40.6M | 3.4% | |
| Fidelity Freedom 2025 Fund Class T N/R | — | — | — | $27.8M | 2.3% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $27.8M | 2.3% | |
| Self-Directed Investments * Fidelity Brokeragelink N/R | — | — | — | $24.2M | 2.0% | |
| Fidelity Freedom 2065 Fund Class T N/R | — | — | — | $23.8M | 2.0% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $23.8M | 2.0% | |
| Collective Trusts * Fidelity Broad Market Duration Fund N/R | — | — | — | $22.8M | 1.9% | |
| FIAM BR MKT DUR CL D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 012 | Common Collective Trust | — | — | $22.8M | 1.9% | |
| Fidelity International Index Fund N/R | — | — | — | $21.8M | 1.8% | |
| American Funds American Mutual Fund Class R-6 N/R | — | — | — | $21.4M | 1.8% | |
| Participant Loans * Notes Receivables from Interest rates: 4.25% - 9.50% $0 | — | — | — | $15.1M | 1.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $14.1M | 1.2% | |
| Fidelity Mid-Cap Stock Fund Class K6 N/R | — | — | — | $13.9M | 1.2% | |
| LLC. Fund Dodge & Cox International Stock Fund N/R | — | — | — | $13.4M | 1.1% | |
| Fidelity Extended Market Index Fund N/R | — | — | — | $13.4M | 1.1% | |
| Fidelity U.S. Bond Index Fund N/R | — | — | — | $13.1M | 1.1% | |
| American Funds New World R6 N/R | — | — | — | $10.8M | 0.9% | |
| Fidelity Small Cap Value Fund N/R | — | — | — | $10.7M | 0.9% | |
| Fund Vanguard International Growth Fund N/R | — | — | — | $7.5M | 0.6% | |
| Fidelity Freedom 2020 Fund Class T N/R | — | — | — | $6.7M | 0.6% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $6.7M | 0.6% | |
| Fidelity Puritan Fund K N/R | — | — | — | $5.7M | 0.5% | |
| American Century Mid Cap Value Fund R6 Class N/R | Mutual Funds | — | — | $5.5M | 0.5% | |
| T. Rowe Price Integrated US Small Cap Growth N/R | — | — | — | $5.0M | 0.4% | |
| Dimensional Fund Advisors, Real Estate Securities Portfolio N/R | — | — | — | $4.8M | 0.4% | |
| Vanguard Short-Term Inflation-Protected N/R | — | — | — | $4.3M | 0.4% | |
| Fidelity Freedom 2010 Fund Class T N/R | — | — | — | $1.4M | 0.1% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $1.4M | 0.1% | |
| TRP STABLE VALUE N T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.1% | |
| Fidelity Freedom Income Fund Class T N/R | — | — | — | $1.1M | <0.1% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $1.1M | <0.1% | |
| Fidelity Freedom 2015 Fund Class T N/R | — | — | — | $987K | <0.1% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $987K | <0.1% | |
| Money Market Funds * Fidelity Government Money Market Fund N/R | — | — | — | $217K | <0.1% | |
| Fidelity Government Money Market Prime N/R | — | — | — | $6K | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |