Plan Snapshot
- Plan Sponsor: B&L Service, INC.
- Sponsor EIN: 590909335
- Sponsor Address: 221 WEST OAKLAND PARK BLVD, FORT LAUDERDALE, FL, 33311
- Plan Type: 401(k)
- Total Participants: 54
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 54 | $3.3M | $0 | $83,169 |
| 2023 | 52 | $3.4M | $39,821 | $115,172 |
| 2022 | 55 | $3.2M | $36,296 | $122,242 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WEINSTEIN ZUGMAN,LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $537,097 | — | $1,854 | — | — |
| 2023 | $411,163 | — | $1,009 | — | — |
| 2022 | $1,359 | — | — | — | — |