THREE MAGNOLIAS
Plan context: Blue Rock Advisors LLC Retirement Plan
EIN 26-3838639 • Winston-salem, NC • 11 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,940,636
2024 Contributions
$87,512
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $1,940,636 | $87,512 | $21,878iApproximate average salary by contribution assumption: employee only about $546,950 at 4% or $364,633 at 6%; with 50% employer match about $364,633 at 4% or $243,089 at 6%; with 100% employer match about $273,475 at 4% or $182,317 at 6%. |
| Blue Rock Advisors LLC Retirement Plan | - | 4 | $1,940,636 | $87,512 | $21,878iApproximate average salary by contribution assumption: employee only about $546,950 at 4% or $364,633 at 6%; with 50% employer match about $364,633 at 4% or $243,089 at 6%; with 100% employer match about $273,475 at 4% or $182,317 at 6%. |
| 2023 | 1 | 3 | $1,583,339 | $45,827 | $15,276iApproximate average salary by contribution assumption: employee only about $381,892 at 4% or $254,594 at 6%; with 50% employer match about $254,594 at 4% or $169,730 at 6%; with 100% employer match about $190,946 at 4% or $127,297 at 6%. |
| Blue Rock Advisors LLC Retirement Plan | - | 3 | $1,583,339 | $45,827 | $15,276iApproximate average salary by contribution assumption: employee only about $381,892 at 4% or $254,594 at 6%; with 50% employer match about $254,594 at 4% or $169,730 at 6%; with 100% employer match about $190,946 at 4% or $127,297 at 6%. |
| 2022 | 1 | 4 | $1,309,922 | $714,475 | $178,619iApproximate average salary by contribution assumption: employee only about $4,465,469 at 4% or $2,976,979 at 6%; with 50% employer match about $2,976,979 at 4% or $1,984,653 at 6%; with 100% employer match about $2,232,734 at 4% or $1,488,490 at 6%. |
| Blue Rock Advisors LLC Retirement Plan | - | 4 | $1,309,922 | $714,475 | $178,619iApproximate average salary by contribution assumption: employee only about $4,465,469 at 4% or $2,976,979 at 6%; with 50% employer match about $2,976,979 at 4% or $1,984,653 at 6%; with 100% employer match about $2,232,734 at 4% or $1,488,490 at 6%. |
| 2021 | 1 | 5 | $572,700 | $20,812 | $4,162iApproximate average salary by contribution assumption: employee only about $104,060 at 4% or $69,373 at 6%; with 50% employer match about $69,373 at 4% or $46,249 at 6%; with 100% employer match about $52,030 at 4% or $34,687 at 6%. |
| Blue Rock Advisors LLC Retirement Plan | - | 5 | $572,700 | $20,812 | $4,162iApproximate average salary by contribution assumption: employee only about $104,060 at 4% or $69,373 at 6%; with 50% employer match about $69,373 at 4% or $46,249 at 6%; with 100% employer match about $52,030 at 4% or $34,687 at 6%. |
| 2020 | 1 | 4 | $508,490 | $20,001 | $5,000iApproximate average salary by contribution assumption: employee only about $125,006 at 4% or $83,338 at 6%; with 50% employer match about $83,338 at 4% or $55,558 at 6%; with 100% employer match about $62,503 at 4% or $41,669 at 6%. |
| Blue Rock Advisors LLC Retirement Plan | - | 4 | $508,490 | $20,001 | $5,000iApproximate average salary by contribution assumption: employee only about $125,006 at 4% or $83,338 at 6%; with 50% employer match about $83,338 at 4% or $55,558 at 6%; with 100% employer match about $62,503 at 4% or $41,669 at 6%. |
| 2019 | 1 | 4 | $453,176 | $16,369 | $4,092iApproximate average salary by contribution assumption: employee only about $102,306 at 4% or $68,204 at 6%; with 50% employer match about $68,204 at 4% or $45,469 at 6%; with 100% employer match about $51,153 at 4% or $34,102 at 6%. |
| Blue Rock Advisors LLC Retirement Plan | - | 4 | $453,176 | $16,369 | $4,092iApproximate average salary by contribution assumption: employee only about $102,306 at 4% or $68,204 at 6%; with 50% employer match about $68,204 at 4% or $45,469 at 6%; with 100% employer match about $51,153 at 4% or $34,102 at 6%. |
| 2018 | 1 | 5 | $404,312 | $9,586 | $1,917iApproximate average salary by contribution assumption: employee only about $47,930 at 4% or $31,953 at 6%; with 50% employer match about $31,953 at 4% or $21,302 at 6%; with 100% employer match about $23,965 at 4% or $15,977 at 6%. |
| Blue Rock Advisors LLC Retirement Plan | - | 5 | $404,312 | $9,586 | $1,917iApproximate average salary by contribution assumption: employee only about $47,930 at 4% or $31,953 at 6%; with 50% employer match about $31,953 at 4% or $21,302 at 6%; with 100% employer match about $23,965 at 4% or $15,977 at 6%. |
| 2017 | 1 | 4 | $408,656 | $7,231 | $1,808iApproximate average salary by contribution assumption: employee only about $45,194 at 4% or $30,129 at 6%; with 50% employer match about $30,129 at 4% or $20,086 at 6%; with 100% employer match about $22,597 at 4% or $15,065 at 6%. |
| Blue Rock Advisors LLC Retirement Plan | - | 4 | $408,656 | $7,231 | $1,808iApproximate average salary by contribution assumption: employee only about $45,194 at 4% or $30,129 at 6%; with 50% employer match about $30,129 at 4% or $20,086 at 6%; with 100% employer match about $22,597 at 4% or $15,065 at 6%. |
| 2016 | 1 | 4 | $385,252 | $16,437 | $4,109iApproximate average salary by contribution assumption: employee only about $102,731 at 4% or $68,488 at 6%; with 50% employer match about $68,488 at 4% or $45,658 at 6%; with 100% employer match about $51,366 at 4% or $34,244 at 6%. |
| Blue Rock Advisors LLC Retirement Plan | - | 4 | $385,252 | $16,437 | $4,109iApproximate average salary by contribution assumption: employee only about $102,731 at 4% or $68,488 at 6%; with 50% employer match about $68,488 at 4% or $45,658 at 6%; with 100% employer match about $51,366 at 4% or $34,244 at 6%. |
| 2015 | 1 | 4 | $332,545 | $12,834 | $3,209iApproximate average salary by contribution assumption: employee only about $80,213 at 4% or $53,475 at 6%; with 50% employer match about $53,475 at 4% or $35,650 at 6%; with 100% employer match about $40,106 at 4% or $26,738 at 6%. |
| Blue Rock Advisors LLC Retirement Plan | - | 4 | $332,545 | $12,834 | $3,209iApproximate average salary by contribution assumption: employee only about $80,213 at 4% or $53,475 at 6%; with 50% employer match about $53,475 at 4% or $35,650 at 6%; with 100% employer match about $40,106 at 4% or $26,738 at 6%. |
| 2014 | 1 | 4 | $327,891 | $13,705 | $3,426iApproximate average salary by contribution assumption: employee only about $85,656 at 4% or $57,104 at 6%; with 50% employer match about $57,104 at 4% or $38,069 at 6%; with 100% employer match about $42,828 at 4% or $28,552 at 6%. |
| Blue Rock Advisors LLC Retirement Plan | - | 4 | $327,891 | $13,705 | $3,426iApproximate average salary by contribution assumption: employee only about $85,656 at 4% or $57,104 at 6%; with 50% employer match about $57,104 at 4% or $38,069 at 6%; with 100% employer match about $42,828 at 4% or $28,552 at 6%. |