Blue River Petcare Group, LLC 401(K) Plan — Form 5500 plan (Blue River Petcare Group, LLC)
Plain-English plan 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, Blue River Petcare Group, LLC 401(K) Plan is a benefit plan reported by Blue River Petcare Group, LLC under EIN 35-2489124 and plan number 101. The latest loaded filing year is 2023. The filing reports 3,032 participants and $50,447,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue River Petcare Group, LLC
- EIN
- 35-2489124
- Plan number
- 101
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 3,032
- End-of-year plan assets
- $50,447,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,032 | H, C | 20240827091141NAL0005992899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,447,262
- Total liabilities (EOY)
- $4,113
- Net assets (EOY)
- $50,443,149
- Net assets (BOY)
- $31,992,919
Income & contributions
- Employer contributions
- $3,191,450
- Participant contributions
- $8,618,668
- Total contributions
- $15,608,114
- Total income / additions
- $21,733,117
Expenses & distributions
- Benefits paid
- $2,866,502
- Administrative expenses
- $214,629
- Total expenses
- $3,282,887
- Net increase / (decrease)
- $18,450,230
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | FINANCIAL ADVISOR | $117,612 | not reported in the loaded dataset | 2023 |
| Alliance Pension Consultants, LLC | RECORDKEEPER | $97,015 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $2 | $14,773 | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue River Petcare Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Morgan Stanley Smith Barney — Schedule C compensation
- Alliance Pension Consultants, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation