Original filing (PDF)20251015221604NAL0011364642001

BLUE RIDGE

Name: BLUE RIDGE — ABILITY FIRST 401K PSP, Form 5500 (2024)
Creator: BLUE RIDGE

Form 5500-SF

FILING_RECEIVED

ABILITY FIRST 401K PSP

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$372K

Net assets (EOY)

$372K

Plan health score

/ 100

Grade A

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE RIDGE.

Plan sponsor

Name

BLUE RIDGE

EIN

84-4086447

Address

542 SLACK ST · CINCINNATI, OH · 452026818

Phone

(410) 336-6118

Industry

Real Estatesee all

Plan administrator

Name

ABILITY FIRST FINANCIAL, LLC

EIN

83-2814056

City

PHOENIX, AZ

Phone

(410) 336-6118

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2E · Profit-sharing

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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