Plan Snapshot
- Plan Sponsor: Bl Manager, LLC
- Sponsor EIN: 831322060
- Sponsor Address: 525 FELLOWSHIP RD STE 360, MOUNT LAUREL, NJ, 080543406
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 2,030 | $16.2M | $0 | $1.9M |
| 2023 | 2,184 | $17.0M | $0 | $2.0M |
| 2022 | 1,904 | $14.6M | $0 | $1.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $59,371 | — | $59,371 |
| CREATIVE PLANNING, INC. | INVESTMENT ADVISORY | — | $41,111 | $41,111 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — INVESTMENT ADVISORY
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,482
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 | $13,900 | — | $13,900 | — | — |
| 2024 | $59,371 | — | $59,371 | — | — |
| 2023 | $78,587 | — | $78,587 | — | — |
| 2022 | $74,650 | — | $74,650 | — | — |