Original filing (PDF)20250922132401NAL0002153539001

BLUE FORCE, INC.

Name: BLUE FORCE, INC. — BLUE FORCE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BLUE FORCE, INC.

Form 5500

FILING_RECEIVED

BLUE FORCE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

154

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Participation health

100

Helping the score

Below-peer total fees (15 bps vs 52 bps peer median).

Decision-maker contacts

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

Plan sponsor

Name

BLUE FORCE, INC.

EIN

65-1187322

Address

6 MANHATTAN SQUARE · SUITE 101 · HAMPTON, VA · 23666

Phone

(757) 788-8441

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

2025-09-22

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

ROORDA, PIQUET & BESSEE INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$13K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN MUTUAL INVESTMENT	52-2114207	—	ADVISOR	$0	—

Investments

38 direct securities· $9.1M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Advisor Freedom 2040 Fund Class A Mutual Fund	—	—	—	$1.7M	18.7%
Fidelity Advisor Freedom 2030 Fund Class A Mutual Fund	—	—	—	$1.0M	11.0%
Fidelity Advisor Freedom 2025 Fund Class A Mutual Fund	—	—	—	$661K	7.2%
Fidelity Advisor Freedom 2060 Fund Class A Mutual Fund	—	—	—	$524K	5.7%
BYN Mellon S&P 500 Index Fund Mutual Fund	—	—	—	$490K	5.4%
Fidelity 500 Index Fund Mutual Fund	—	—	—	$470K	5.1%
Fidelity Advisor Freedom 2050 Fund Class A Mutual Fund	—	—	—	$453K	5.0%
Victory Sycamore Established Value Fund A Mutual Fund	—	—	—	$414K	4.5%
Fidelity Advisor Freedom 2035 Fund Class A Mutual Fund	—	—	—	$408K	4.5%
Fidelity Advisor Freedom 2045 Fund Class A Mutual Fund	—	—	—	$378K	4.1%
Fidelity Advisor Freedom 2020 Fund Class A Mutual Fund	—	—	—	$364K	4.0%
BlackRock Health Sciences Opportunities Mutual Fund	—	—	—	$350K	3.8%
Janus Henderson Triton Fund Class S Mutual Fund	—	—	—	$314K	3.4%
Fidelity Advisor Freedom 2055 Fund Class A Mutual Fund	—	—	—	$284K	3.1%
Fidelity Advisor Freedom 2015 Fund Class A Mutual Fund	—	—	—	$260K	2.8%
Fidelity Advisor New Insights Fund Class A Mutual Fund	—	—	—	$210K	2.3%
Allspring Core Bond Fund - Class A Mutual Fund	—	—	—	$109K	1.2%
Putnam Global Technology Fund Class A Mutual Fund	—	—	—	$81K	0.9%
Loomis Sayles Global Allocation Fund Class A Mutual Fund	—	—	—	$72K	0.8%
various maturities	—	—	—	$66K	0.7%
Fidelity Global ex U.S. Index Fund Mutual Fund	—	—	—	$65K	0.7%
Cohen & Steers Real Estate Securities Fund, Mutual Fund	—	—	—	$56K	0.6%
Carillon Eagle Mid Cap Growth Fund Class A Mutual Fund	—	—	—	$46K	0.5%
Fidelity Government Money Market Fund Money Market Fund	—	—	—	$44K	0.5%
JPMorgan Equity Income Fund Class R2 Mutual Fund	—	—	—	$34K	0.4%
Fidelity Advisor Materials Fund Class A Mutual Fund	—	—	—	$32K	0.4%
Fidelity Small Cap Index Fund Mutual Fund	—	—	—	$32K	0.4%
Fidelity Mid Cap Index Fund Mutual Fund	—	—	—	$32K	0.3%
Fidelity Advisor Strategic Income Fund Class A Mutual Fund	—	—	—	$31K	0.3%
Fidelity Advisor Freedom Income Fund Class A Mutual Fund ** 41 * Fidelity Advisor Global Credit Fund Class A Mutual Fund	—	—	—	$27K	0.3%
Principal MidCap S&P 400 Index Fund R-3 Mutual Fund	—	—	—	$26K	0.3%
Goldman Sachs Small Cap Value Insights Fund Mutual Fund	—	—	—	$25K	0.3%
Franklin Mutual Global Discovery Fund - Class Mutual Fund	—	—	—	$24K	0.3%
Calamos International Growth Fund Class A Mutual Fund	—	—	—	$15K	0.2%
Principal SmallCap S&P 600 Index Fund R-3 Mutual Fund	—	—	—	$12K	0.1%
Templeton Foreign Fund Class A Mutual Fund	—	—	—	$6K	<0.1%
PIMCO High Yield Fund Class A Mutual Fund	—	—	—	$5K	<0.1%
Invesco International Diversified Fund Class A Mutual Fund	—	—	—	$5K	<0.1%