Plan Snapshot
- Plan Sponsor: Big Blue Marble Academy, LLC
- Sponsor EIN: 300999742
- Sponsor Address: 100 HARTSFIELD CENTRE PKWY, ATLANTA, GA, 30354
- Plan Type: 401(k)
- Total Participants: 1,445
- Total Assets: $2.5M
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 | 1,445 | $2.5M | $410,022 | $736,305 |
| 2023 | 989 | $1.7M | $371,143 | $635,288 |
| 2022 | 732 | $587,298 | $143,826 | $228,818 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $20,424 | — | $20,424 |
| LEVEL FOUR ADVISORY SERVICES, LLC | Investment Advisor | $11,029 | — | $11,029 |
| CRI TPA SERVICES LLC | Other Service Provider | $8,795 | — | $8,795 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,248
- Estimated Expense Ratio: 1.615% 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 |
|---|---|---|---|---|---|
| 2024 | $55,546 | $13,605 | $8,795 | — | — |
| 2023 | $34,194 | $17,186 | $4,000 | — | — |
| 2022 | $2,715 | — | $2,715 | — | — |