# Ballard Fish & Oyster Co., LLC 401(k) Plan
Source: https://planprovider.pro/companies/ballard-fish-oyster-co-llc-401k-plan

> Ballard Fish & Oyster Co., LLC's 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/forvis-mazars-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|—|—|—|—|

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