Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Blue & Co., LLC
Most often reported for accounting and auditing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Blue & Co., LLC is named as a service provider on the Schedule C of 25 retirement plans with 100 or more participants for plan year 2024, covering 81,093 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $458K. Per plan, the median was $16.04 per participant, with the middle half of plans between $6.99 and $31.65. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Kentucky (11), Indiana (9) and Ohio (4).
In 2009 it appeared on 9 such filings; in 2024, 25. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $6.99 | $16.04 | $31.65 |
| Compensation as a share of plan net assets | 0.02% | 0.05% | 0.12% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Cummins Pension Plan | Cummins Inc. | IN | 44,593 | $3.20B | $122K |
| Aisin Retirement Security Plan | Aisin Holdings of America, Inc. | IN | 11,941 | $571M | $18K |
| Lyft 401(k) Plan | Lyft, Inc. | CA | 5,026 | $375M | $24K |
| Trimedx Holdings, LLC Retirement Plan | Trimedx Holdings, LLC | IN | 4,050 | $245M | $14K |
| Deaconess Health System, Inc. Retirement Plan | Deaconess Health System, Inc. | IN | 3,835 | $262M | $19K |
| The Potter Companies Retirement Savings Plan | Phoenix Coal Holdings, LLC | KY | 1,369 | $11.8M | $19K |
| Plumbers & Pipefitters Local 162 Pension Fund | Plumbers & Pipefitters Local 162 | OH | 1,306 | $98.0M | $32K |
| Go-Hire Employment and Development, Inc. 401(k) Plan | Go-Hire Employment and Development Inc. | KY | 1,126 | $17.2M | $7,250 |
| Rehab Industries, Inc. 401(k) Plan | Rehab Industries, Inc. | IN | 1,014 | $20.1M | $15K |
| Dorel Juvenile Group, Inc. Pension Plan for Bargaining Unit Employees | Dorel Juvenile Group, Inc. | IN | 848 | $33.0M | $13K |
| Derby Industries, LLC 401(k) Retirement Plan | Derby Industries, LLC | KY | 748 | $13.9M | $12K |
| PDS Ko 401(k) Plan | PDS Consultants, Inc. | KY | 676 | $16.9M | $7,000 |
| Lifeskills, Inc. 401(k) Plan | Lifeskills, Inc. | KY | 572 | $7.5M | $4,000 |
| DUF6 401(k) Defined Contribution Plan | Mid-America Conversion Services, LLC | KY | 559 | $102M | $8,810 |
| Lifehealth Services 401(k) Plan | Lifeskills Health Services, Inc. | KY | 448 | $6.6M | $11K |
| Asbury Theological Seminary 403(b) DC Plan | Asbury Theological Seminary | KY | 403 | $46.7M | $16K |
| Wayne Hospital Company Pension Plan | Wayne Hospital Company | OH | 388 | $14.1M | $26K |
| HGC 401(k) Savings Plan | HGC Construction Co. | OH | 387 | $23.9M | $12K |
| Retirement Savings Plan of Hoosier Energy Rec, Inc. | Hoosier Energy Rec, Inc. | IN | 352 | $70.0M | $17K |
| Judy Construction Company Profit Sharing Plan | Judy Construction Company | KY | 350 | $11.9M | $13K |
| Manar Group 401(k) Plan | Manar, Inc. | IN | 278 | $7.7M | $6,000 |
| Valor, LLC Retirement Plan | Valor LLC | KY | 252 | $5.7M | $21K |
| Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. | Milk & Ice Cream Industry Dairy Employees | OH | 206 | $95K | $12K |
| Five-Star Technology Solutions, LLC 401(k) Plan | Five-Star Technology Solutions, LLC | IN | 193 | $5.0M | $6,000 |
| Specialty Interiors, Inc. 401(k) Plan | Specialty Interiors, Inc. | KY | 173 | $4.2M | $5,000 |
Questions and answers
How many plans does Blue & Co., LLC serve?
25 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Blue & Co., LLC?
The median plan reported $16.04 per participant in direct and indirect compensation (25 plans reporting an amount), or 0.05% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Accounting (including auditing) (22 plans) and Investment advisory (plan) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.