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Original filing (PDF)20251008101455NAL0009538720001
BLUE RAVEN SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
BLUE RAVEN SOLUTIONS LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
160
Accounts w/ balance
157
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
11 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 62% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE RAVEN SOLUTIONS, LLC.
Plan sponsor
Name
BLUE RAVEN SOLUTIONS, LLC
EIN
84-2736792
Address
1500 MOUNT KEMBLE AVENUE · MORRISTOWN, NJ · 079608700
Phone
(856) 767-7945
Industry
Wholesale Tradesee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $42K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
28 direct securities · 11 pooled funds· $15.9M(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
$15.1M
28 holdings
Common Collective Trust
$650K
8 holdings
Pooled Separate Account
$91K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Target Retirement 2025 Inv Fund | — | — | — | $2.5M | 16.4% | |
| Vanguard Group Target Retirement 2050 Inv Fund | — | — | — | $2.1M | 13.7% | |
| Vanguard Group Target Retirement 2045 Inv Fund | — | — | — | $2.0M | 12.8% | |
| Vanguard Group Target Retirement 2030 Inv Fund | — | — | — | $1.5M | 9.4% | |
| Vanguard Group Target Retirement 2035 Inv Fund | — | — | — | $1.1M | 7.1% | |
| Fidelity 500 Index Fund | — | — | — | $1.1M | 6.9% | |
| Vanguard Group Target Retirement 2055 Inv Fund | — | — | — | $956K | 6.2% | |
| Vanguard Group Target Retirement 2065 Inv Fund | — | — | — | $547K | 3.5% | |
| Vanguard Group Target Retirement 2020 Inv Fund | — | — | — | $418K | 2.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $299K | 1.9% | |
| Fidelity Total International Index Fund | — | — | — | $296K | 1.9% | |
| Great Gray Trust Company AB US Large Cap Growth | — | — | — | $279K | 1.8% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $279K | 1.8% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $274K | 1.8% | |
| John Hancock Bond R6 Fund | — | — | — | $259K | 1.7% | |
| Vanguard Group Target Retirement 2040 Inv Fund | — | — | — | $254K | 1.6% | |
| through 2034 | — | — | — | $228K | 1.5% | |
| Vanguard Group Target Retirement 2060 Inv Fund | — | — | — | $227K | 1.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $159K | 1.0% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $159K | 1.0% | |
| INVESCO MID CAP GROWTH TR A1 INVESCO TRUST COMPANY · EIN 20-2583973 / PN 108 | Common Collective Trust | — | — | $156K | 1.0% | |
| Vanguard Group Federal Money Market Inv Fund | — | — | — | $139K | 0.9% | |
| Vanguard Group Target Retirement 2070 Inv Fund | — | — | — | $135K | 0.9% | |
| Oppenheimer Invesco Discovery R6 Fund | — | — | — | $133K | 0.9% | |
| Principal Global Investors Large Cap S&P 500 Index | — | — | — | $67K | 0.4% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $67K | 0.4% | |
| Fidelity Small Cap Value Fund | — | — | — | $55K | 0.4% | |
| MFS Investment Management International Diversification R6 Fund | — | — | — | $46K | 0.3% | |
| John Hancock Disciplined Value Mid Cap R6 Fund | — | — | — | $28K | 0.2% | |
| Vanguard Group Total Stock Market Index Fund | — | — | — | $26K | 0.2% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $22K | 0.1% | |
| Principal Global Investors Mid Cap S&P 400 Index | — | — | — | $13K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $13K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $12K | <0.1% | |
| Fidelity US Bond Index Fund | — | — | — | $12K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $11K | <0.1% | |
| PRINCIPAL US REIT FUND TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $7K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% |
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