Back to filter
Original filing (PDF)20251013205529NAL0004065362001
BLUE COMPASS RV, LLC
Form 5500
FILING_RECEIVED
BLUE COMPASS RV, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,064
Accounts w/ balance
911
Plan assets (EOY)
$23.4M
Net assets (EOY)
$23.4M
How this plan invests
This plan
12 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- 50 bps in Schedule C fees — 72% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE COMPASS RV, LLC.
Plan sponsor
Name
BLUE COMPASS RV, LLC
EIN
86-1629583
Address
301 EAST LAS OLAS BLVD. · SUITE 700 · FORT LAUDERDALE, FL · 33301
Phone
(954) 908-3945
Industry
Retail 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAS PARTNERS, D/B/A A. PORTER CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $116K | — |
Investments
16 direct securities · 12 pooled funds· $23.4M(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.
Common Collective Trust
$16.7M
12 holdings
Uncategorized
$6.6M
15 holdings
Mutual Funds
$40K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RTMT 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $2.9M | 12.3% | |
| VANGUARD TRGT RTMT 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $2.6M | 11.2% | |
| VANGUARD TARGET RTMT 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $2.2M | 9.2% | |
| VANGUARD TARGET RTMT 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $2.0M | 8.6% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $2.0M | 8.6% | |
| VANGUARD TARGET RTMT 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $1.6M | 7.0% | |
| VANGUARD TARGET RTMT 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $1.6M | 7.0% | |
| Harbor Capital Appreciation Ret Fund | — | — | — | $1.2M | 5.3% | |
| VANGUARD TARGET RTMT 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.1% | |
| VANGUARD TARGET RTMT 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.3% | |
| VANGUARD TARGET RTMT 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $987K | 4.2% | |
| Participants Loans Interest (4.25% - 9.50%) | — | — | — | $753K | 3.2% | |
| Carillon Eagle Mid Cap Growth Fund | — | — | — | $572K | 2.4% | |
| VANGUARD TARGET RTMT 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $390K | 1.7% | |
| John Hancock Funds Disciplined Value Fund Class R6 | — | — | — | $354K | 1.5% | |
| MFS International Intrinsic Value Fund R6 | — | — | — | $312K | 1.3% | |
| Metropolitan West Total Bond Market Iondex Fund Admiral Shares | — | — | — | $293K | 1.3% | |
| Vanguard Extend Market Index Fund Admiral Shares | — | — | — | $256K | 1.1% | |
| Vanguard Total International Stock Index Fund | — | — | — | $247K | 1.1% | |
| MFS New Discovery Value Fund R5 | — | — | — | $213K | 0.9% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $203K | 0.9% | |
| Principal Small Cap Growth I Fund R6 | — | — | — | $180K | 0.8% | |
| JP Morgan Mid Cap Value Fund Class R6 | — | — | — | $124K | 0.5% | |
| Dodge and Cox Income X Fund | — | — | — | $42K | 0.2% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $40K | 0.2% | |
| (E) | — | — | — | $14K | <0.1% | |
| Common Collective Trusts Vanguard Target Retirement Institutional | — | — | — | $14K | <0.1% | |
| VANGUARD TRGT RTMT INC TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $14K | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Retail Trade plans
MIKE THOMPSON RECREATIONAL VEHICLES
MIKE THOMPSON RECREATIONAL VEHICLES RETIREMENT PLAN
$22.8M · 267 participants
APACHE VILLAGE, INC.
APACHE VILLAGE, INC. 401(K) RETIREMENT SAVINGS PLAN
$22.5M · 37 participants
BISH'S RV, LLC
BISH'S RV 401(K) PLAN
$19.9M · 772 participants
CAMPERS INN HOLDING CORPORATION
CAMPERS INN, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$27.0M · 909 participants
TOM SCHAEFFER'S CAMPING & TRAVEL CENTER, INC.
TOM SCHAEFFER'S CAMPING & TRAVEL CENTER, INC. PROFIT SHARING 401KPLAN
$16.9M · 54 participants
PLEASURELAND INC.
PLEASURELAND INC. PROFIT SHARING PLAN
$15.5M · 243 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants