Bluemont Group Holdings 401(k) match, vesting and fees
What Bluemont Group Holdings' 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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Coulter & Justus, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,100 defined-contribution plans in accommodation and food services with 100 to 499 participants.
| Bluemont Group Holdings: employer contribution per participant | $1,985 | |
| Peer median | $935 |
| Bluemont Group Holdings: average balance | $15,277 | |
| Peer median | $24,052 |
| Bluemont Group Holdings: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.61% |
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 $2M at the end of plan year 2022 to $2.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 734 | $2.8M | $365K | $1,985 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 629 | $2.4M | $273K | $1,590 | 0.38% | Not published | Form 5500 ↗ |
| 2022 | 632 | $2M | $269K | $1,344 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Bluemont Group Holdings match 401(k) contributions?
The match terms for the Bluemont Group Holdings, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $365K in employer contributions, about $1,985 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bluemont Group Holdings 401(k) match vested?
The vesting schedule for the Bluemont Group Holdings, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bluemont Group Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Bluemont Group Holdings, LLC.
I left Bluemont Group Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bluemont Group Holdings, LLC, (865) 378-5794) or the recordkeeper, ADP, Inc.. The Bluemont Group Holdings old 401(k) page lists the contacts from every plan filing. Find an old Bluemont Group Holdings 401(k)
Data from the public Form 5500 annual reports Bluemont Group Holdings filed with the U.S. Department of Labor (plan years 2022 and 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 Bluemont Group Holdings. Not financial advice. Report a correction · Methodology