Financial Advisors
· Charlottesville, VA
Published in partnership with Blue Ridge Associates
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Blue Ridge Associates is an ESOP and retirement plan administration firm serving business owners in Charlottesville and across Virginia. They specialize in designing, implementing, and administering Employee Stock Ownership Plans (ESOPs), 401(k) plans, and combined ESOP/401(k) programs that help companies provide wealth-building benefits to employees. Their services include plan design, compliance management, document preparation, regulatory reporting, nondiscrimination testing, ESOP valuation studies, and participant communication — all supported by dedicated account administrators and online management tools.
Best for: Business owners offering employee benefits, Mid-market companies implementing ESOPs, Plan sponsors needing compliance expertise, Companies seeking combined wealth-building programs
Service area: Charlottesville, VA and surrounding Virginia regions
Full-Lifecycle ESOP Services: Blue Ridge handles every stage of ESOP management — from pre-transaction consulting and implementation through ongoing administration, repurchase obligation studies, and participant communication — providing comprehensive expertise beyond basic administration.
Dedicated Account Administrator: Each client is paired with a dedicated point of contact who serves as their go-to expert, ensuring timely responses, deadline management, and personalized guidance through complex plan administration.
Online Plan Management Tools: Clients gain easy online access to streamline plan sponsorship tasks, reducing the administrative burden of handling employee inquiries, distributions, records, and reporting.
Book online: Book Online Now →
Phone: (434) 979-5500
Address: 154 Hansen Rd STE 102, Charlottesville, VA 22911 (Get directions)
Website: oneblueridge.com