How big is Blue Force, Inc.'s plan?

Blue Force, Inc.'s plan reported $9.1M in assets and 41 participants for 2024.

Original filing (PDF)20250922132401NAL0002153539001

Blue Force, Inc.

Name: Blue Force, Inc. — Blue Force 401(k) Profit Sharing, Form 5500 (2024)
Creator: Blue Force, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Blue Force 401(k) Profit Sharing Plan

401(k) retirement plan · Blue Force, Inc.'s Blue Force 401(k) Profit Sharing Plan held $9.1M in plan assets for 41 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

154

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

People on this filing

Renee SMIT signed Blue Force, Inc.'s 2024 Form 5500 as plan administrator.

Renee SMIT — 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

Blue Force, Inc.'s EIN is 65-1187322.

EIN 65-1187322

Plan number 001

Plan year 2024

ACK ID 20250922132401NAL0002153539001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blue Force, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Force, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, 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 BLUE FORCE, INC..

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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

Top-tier plan health

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 16K (2% of contributions).

Helping the score

High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

BLUE FORCE, INC.

EIN

all filings

Address

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

Phone

(757) 788-8441

Industry

Professional & Technical Services

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)

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)

Mutual Funds

$6.8M

21 holdings

Other securities

$1.2M

10 holdings

Common Collective Trusts

$1.1M

7 holdings

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