Plan Snapshot
- Plan Sponsor: Ballard Fish & Oyster Co., LLC
- Sponsor EIN: 540131920
- Sponsor Address: 1588 TOWNFIELD DRIVE, CAPE CHARLES, VA, 23310
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 170 | $4.5M | $97,948 | $261,898 |
| 2023 | 131 | $3.7M | $318,021 | $224,298 |
| 2022 | 104 | $3.3M | $29,693 | $28,773 |
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 |
|---|---|---|---|---|
| FORVIS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS, LLP — Auditor
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 | $79,736 | — | $29,964 | — | — |
| 2023 | $352,103 | — | $23,488 | — | — |
| 2022 | $20,213 | — | — | — | — |