Blue Ridge Associates Acquires TSC 401K

Blue Ridge ESOP Associates Acquires Tax Benefits Plan Services Business of Crowe LLP

August 12, 2022

Accounting & Tax

Blue Ridge ESOP Associates, a portfolio company of Levine Leichtman Capital Partners, acquired substantially all of the Tax Benefits Plan Services (BPS) business of Crowe LLP. The BPS business—nearly 30 employees serving over 400 clients and more than 500 plans—will transition to Blue Ridge to strengthen its ESOP and 401(k) third‑party administration and recordkeeping capabilities.

Levine Leichtman Capital Partners Invests in Blue Ridge ESOP Associates

March 26, 2020

Professional Services

Levine Leichtman Capital Partners (LLCP) has invested in Blue Ridge ESOP Associates in partnership with the company's existing owners and management; terms were not disclosed. Blue Ridge is a technology-enhanced provider of ESOP and 401(k) administration and recordkeeping services, serving over 700 plan sponsors and more than 175,000 plan participants from its headquarters in Charlottesville, Virginia.

Blue Ridge Associates Acquires Qualified Retirement Plan Services (QRPS)

April 16, 2025

Financial Services

Blue Ridge Associates has acquired Qualified Retirement Plan Services, Inc. (QRPS), a Raleigh-based third-party administrator of qualified retirement plans. The acquisition expands Blue Ridge's administration, compliance and recordkeeping capabilities in the 401(k) & pension space while providing a succession path for QRPS leadership.

Blue Ridge Associates Acquires AmbroseAdvisors' ESOP TPA Services

February 8, 2026

Financial Services

Blue Ridge Associates has acquired the ESOP third‑party administration (TPA) services business from AmbroseAdvisors, including the ESOP administration team and clients. AmbroseAdvisors will retain its advisory business while Blue Ridge expands its ESOP administration capabilities and client base to meet growing demand for ESOP formation and related services.

U.S. Retirement & Benefits Partners Adds TSA Consulting Group

December 21, 2020

Financial Services

U.S. Retirement & Benefits Partners (USRBP) announced that TSA Consulting Group (TSACG), a Florida-based third-party administrator and retirement plan compliance specialist, has joined the USRBP network. TSACG, which serves more than 3,000 employer groups and administers over $45 billion in assets, will integrate with USRBP to strengthen the firm's capabilities and position in the K-12 marketplace; Raymond James served as TSACG's exclusive financial advisor.

Taxes Served Corp. Acquires Blue Mountain Bookkeeping LLC

June 7, 2024

Accounting & Tax

Taxes Served Corp., a Hoboken, New Jersey-based tax services firm, has acquired Virginia-based Blue Mountain Bookkeeping LLC to deepen its tax and bookkeeping capabilities. Blue Mountain will continue to operate as a separate entity in Virginia while benefiting from the additional resources and expertise of Taxes Served Corp.