Plan Snapshot
- Plan Sponsor: Bblbc, LLC
- Sponsor EIN: 813606777
- Sponsor Address: 22 CENTURY HILL DRIVE, LATHAM, NY, 12110
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 134
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 134 | $6.4M | $0 | $0 |
| 2024 | 112 | $5.0M | $617,054 | $530,582 |
| 2023 | 105 | $4.3M | $547,764 | $548,440 |
| 2022 | 92 | $2.8M | $444,633 | $478,441 |
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 |
|---|---|---|---|---|
| NBT BANK NA | Other Service Provider | $25,235 | — | $25,235 |
| TEAL BECKER & CHIARAMONTE CPAS, PC | Other Service Provider | $15,500 | — | $15,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,735
- Estimated Expense Ratio: 0.634% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $651,552 | — | — | $15,500 | — |
| 2024 | $17,886 | — | — | — | — |
| 2023 | $172,709 | — | — | — | — |
| 2022 | $103,771 | — | — | — | — |