Original filing (PDF)20251014191134NAL0004849456003

BLUE ROCK PRODUCTS CO.

Name: BLUE ROCK PRODUCTS CO. — BLUE ROCK PRODUCTS COMPANY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BLUE ROCK PRODUCTS CO.

Form 5500

FILING_RECEIVED

BLUE ROCK PRODUCTS COMPANY PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

118

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

How this plan invests

This plan

13 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE ROCK PRODUCTS CO..

Plan sponsor

Name

BLUE ROCK PRODUCTS CO.

EIN

81-0297219

Address

PO BOX 1708 · SIDNEY, MT · 592701708

Phone

(406) 433-3403

Industry

Wholesale Tradesee 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

BRADY, MARTZ & ASSOCIATES, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIRST STATE BANK & TRUST	45-0210545	WILLISTON, ND	RECORDKEEPER	$29K	—

Investments

13 direct securities· $12.1M(97% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Federated Prime Obligations Fund Mutual fund	—	—	—	$3.0M	23.9%
Vanguard 500 Index Fund Admiral Shares Mutual fund	—	—	—	$2.8M	22.0%
Victory Nasdaq - 100 Index Mutual fund	—	—	—	$1.7M	13.7%
Dodge & Cox Balanced Mutual fund	—	—	—	$1.6M	13.1%

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