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Original filing (PDF)20250901051504NAL0013305889001
BLUEMONT GROUP HOLDINGS, LLC
Form 5500
FILING_RECEIVED
BLUEMONT GROUP HOLDINGS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
692
Accounts w/ balance
184
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 27% 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 BLUEMONT GROUP HOLDINGS, LLC.
Plan sponsor
Name
BLUEMONT GROUP HOLDINGS, LLC
EIN
88-3397917
Address
PO BOX 32765 · KNOXVILLE, TN · 37930
Phone
(865) 378-5794
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
2025-09-01
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
COULTER & JUSTUS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
Investments
26 direct securities· $2.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $329K | 11.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $287K | 10.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $279K | 9.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $245K | 8.7% | |
| AMF NEW ECON R6 | Registered Investment Companies | — | — | $222K | 7.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $207K | 7.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $175K | 6.2% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $168K | 6.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $150K | 5.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $114K | 4.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $106K | 3.8% | |
| AMERICAN FUNDS INV CO OF AM R6 | Registered Investment Companies | — | — | $94K | 3.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $87K | 3.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $87K | 3.1% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $71K | 2.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $42K | 1.5% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $42K | 1.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $39K | 1.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $25K | 0.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $17K | 0.6% | |
| AMF GLOBAL BALANCED FUND - R6 | Registered Investment Companies | — | — | $13K | 0.5% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $3K | 0.1% | |
| AMERICAN US GOV MONEY MKT R6 | Registered Investment Companies | — | — | $3K | 0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMF INT BND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1K | <0.1% |
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