Bluegrass Natural Resources 401(k) match, vesting and fees
What Bluegrass Natural Resources' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Kruggel Lawton & Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 356 defined-contribution plans in mining, quarrying, and oil and gas extraction with 100 to 499 participants.
| Bluegrass Natural Resources: employer contribution per participant | $2,991 | |
| Peer median | $3,000 |
| Bluegrass Natural Resources: average balance | $25,596 | |
| Peer median | $70,698 |
| Bluegrass Natural Resources: admin expenses ÷ assets | 1.33% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5.4M at the end of plan year 2023 to $6.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 408 | $6.5M | $760K | $2,991 | 1.33% | Not published | Form 5500 ↗ |
| 2023 | 341 | $5.4M | $720K | $3,170 | 1.08% | Not published | Form 5500 ↗ |
Common questions
Does Bluegrass Natural Resources match 401(k) contributions?
The match terms for the Bluegrass Natural Resources, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $760K in employer contributions, about $2,991 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bluegrass Natural Resources 401(k) match vested?
The vesting schedule for the Bluegrass Natural Resources, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bluegrass Natural Resources 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Bluegrass Natural Resources, LLC.
I left Bluegrass Natural Resources. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bluegrass Natural Resources, LLC, (865) 247-4204) or the recordkeeper, Empower Annuity Insurance Company O. The Bluegrass Natural Resources old 401(k) page lists the contacts from every plan filing. Find an old Bluegrass Natural Resources 401(k)
Data from the public Form 5500 annual reports Bluegrass Natural Resources filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bluegrass Natural Resources. Not financial advice. Report a correction · Methodology