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Original filing (PDF)20251013140606NAL0001465633001
BLUEGROUND US, INC.
Form 5500
FILING_RECEIVED
BLUEGROUND US, INC. 401(K) PLAN
401(k) retirement plan
Active participants
198
Accounts w/ balance
240
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
28 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 (19 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUEGROUND US, INC..
Plan sponsor
Name
BLUEGROUND US, INC.
EIN
82-2134247
Address
101 W 5TH AVE FLOOR 7 · NEW YORK, NY · 10003
Phone
(347) 301-1900
Industry
Accommodation & Food 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
Investments
28 direct securities· $5.2M(88% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Pimco Realpath Blend 2055 Institutional | — | — | — | $999K | 16.7% | |
| Fidelity 500 Index | — | — | — | $893K | 15.0% | |
| Pimco Realpath Blend 2050 Institutional | — | — | — | $595K | 10.0% | |
| Pimco Realpath Blend 2060 Institutional | — | — | — | $542K | 9.1% | |
| Pimco Realpath Blend 2045 Institutional | — | — | — | $450K | 7.6% | |
| Pimco Realpath Blend 2030 Institutional | — | — | — | $399K | 6.7% | |
| Fidelity Nasdaq Composite Index | — | — | — | $365K | 6.1% | |
| Fidelity Mid Cap Index | — | — | — | $187K | 3.1% | |
| Fidelity Small Cap Index | — | — | — | $132K | 2.2% | |
| Fidelity Emerging Markets Index | — | — | — | $112K | 1.9% | |
| GWFS Equities, Inc. Self Directed Brokerage Accounts | — | — | — | $111K | 1.9% | |
| PIMCO Stocksplus Intl (USD-Hedged) Inst | — | — | — | $53K | 0.9% | |
| J.P. Morgan Small Cap Growth R6 | — | — | — | $52K | 0.9% | |
| American Century Global Real Estate R6 | — | — | — | $48K | 0.8% | |
| Pimco Realpath Blend 2065 Institutional | — | — | — | $46K | 0.8% | |
| Blackrock Mid-Cap Growth Equity K | — | — | — | $45K | 0.7% | |
| Fidelity Advisor International Cap App Z | — | — | — | $45K | 0.7% | |
| Blackrock High Yield Bond Portfolio K | — | — | — | $37K | 0.6% | |
| PIMCO Commoditiesplus Strategy Instl | — | — | — | $26K | 0.4% | |
| American Century Real Estate R6 | — | — | — | $24K | 0.4% | |
| Pimco Realpath Blend 2040 Institutional | — | — | — | $19K | 0.3% | |
| Pimco Realpath Blend Income Instl | — | — | — | $17K | 0.3% | |
| Western Asset Core Plus Bond Is | — | — | — | $16K | 0.3% | |
| PIMCO Int Bond (USD-Hedged) Inst | — | — | — | $6K | <0.1% | |
| Blackrock Inflation Prted Bd Blackrock K | — | — | — | $6K | <0.1% | |
| Pimco Realpath Blend 2035 Institutional | — | — | — | $3K | <0.1% | |
| Pimco Realpath Blend 2025 Institutional | — | — | — | $3K | <0.1% | |
| PIMCO Income INSTL | — | — | — | $3K | <0.1% |
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