How big is Blue Ridge's plan?

Blue Ridge's plan reported $372K in assets and 2 participants for 2024.

Original filing (PDF)20251015221604NAL0011364642001

Blue Ridge

Name: Blue Ridge — Ability First 401(k) PSP, Form 5500 (2024)
Creator: Blue Ridge
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ability First 401(k) PSP

401(k) retirement plan · Blue Ridge's Ability First 401(k) PSP held $372K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$372K

Net assets (EOY)

$372K

People on this filing

Seth Rosenberg signed Blue Ridge's 2024 Form 5500 as plan administrator.

Seth Rosenberg — Plan Administrator — Form 5500 signer
Jarrod Tucker — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Blue Ridge's EIN is 84-4086447.

EIN 84-4086447

Plan number 001

Plan year 2024

ACK ID 20251015221604NAL0011364642001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Ridge's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUE RIDGE.

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

BLUE RIDGE

EIN

all filings

Address

542 SLACK ST · CINCINNATI, OH · 452026818

Phone

(410) 336-6118

Industry

Real Estate

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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