# Blackberry Farm 401(k) Plan
Source: https://planprovider.pro/companies/blackberry-farm-401k-plan

> Blackberry Farm's 401(k) plan: 831 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/rather-and-kittrell-inc) — INVESTMENT ADVISOR

- [LANIGAN & ASSOCIATES, PC](https://planprovider.pro/provider/lanigan-and-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|—|—|—|

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