Plan Snapshot
- Plan Sponsor: Blackberry Farm
- Sponsor EIN: 900421055
- Sponsor Address: 1471 WEST MILLERS COVE ROAD, WALLAND, TN, 37886
- Plan Type: 401(k)
- Total Participants: 831
- Total Assets: $13.3M
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 | 831 | $13.3M | $396,040 | $1.5M |
| 2023 | 876 | $11.1M | $395,311 | $1.5M |
| 2022 | 906 | $8.0M | $336,843 | $1.2M |
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 ANNITY INSURANCE CO OF AM | RECORDKEEPER | $53,772 | — | $53,772 |
| ERISA SERVICES, INC. | RECORDKEEPER | $23,925 | — | $23,925 |
| RATHER & KITTRELL | INVESTMENT ADVISOR | $23,565 | — | $23,565 |
| LANIGAN & ASSOCIATES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RATHER & KITTRELL — INVESTMENT ADVISOR
- LANIGAN & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,262
- Estimated Expense Ratio: 0.759% 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 | $104,426 | $104,426 | — | — | — |
| 2023 | $81,461 | — | — | — | — |
| 2022 | $48,972 | $48,972 | — | — | — |