2023 Form 5500 filing — Blue Ridge Capital Holdings Management Co., Inc. 401(K)

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010100104NAL0009886563001) for Blue Ridge Capital Holdings Management Co., Inc. 401(K), reported by Blue Ridge Capital Holdings Management Co., Inc. under EIN 03-0576690 and plan number 002. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2MReported net assets$4,174,855

Participants141

Provider compensation$30.9K3 Schedule C row(s)$30,932

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010100104NAL0009886563001
Plan sponsor: Blue Ridge Capital Holdings Management Co., Inc.
EIN: 03-0576690
Plan number: 002
Location: Greensboro, NC
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.2M total assets

Net assets$4.2MLiabilities$0

Money in vs. money out

Total income / additions$830.8K

Total expenses$224K

Benefits paid / distributions$184.2K

Contributions

Employer$40K

Participant$192.7K

Full reported line items

Total assets (EOY): $4,174,855
Total liabilities (EOY): $0
Net assets (EOY): $4,174,855
Employer contributions: $39,956
Participant contributions: $192,702
Total income / additions: $830,762
Benefits paid: $184,220
Administrative expenses: $39,752
Total expenses: $223,972
Net increase / (decrease): $606,790

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Forvis,Llp$14.3K
ACCOUNTING\AUDITOR · Direct $14.3K
2
Fidelity Investments Institutional$11.4K
RECORDKEEPER · Direct $11.4K · Indirect $0
3
Mma Securities$5.2K
ADVISOR · Direct $5.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010100104NAL0009886563001 cover?: It is the 2023 Form 5500 filing for Blue Ridge Capital Holdings Management Co., Inc. 401(K), reported by Blue Ridge Capital Holdings Management Co., Inc. (EIN 03-0576690).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).