# Blackburn, Childers & Steagall, PLC 401(k) Plan
Source: https://planprovider.pro/companies/blackburn-childers-steagall-plc-401k-plan

> Blackburn, Childers & Steagall, PLC's 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Blackburn, Childers & Steagall, PLC

- **Sponsor EIN:** 620647474

- **Sponsor Address:** 801B SUNSET DRIVE, JOHNSON CITY, TN, 37604

- **Plan Type:** 401(k)

- **Total Participants:** 130

- **Total Assets:** $19.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|130|$19.3M|$412,202|$919,501|

| 2023|130|$16.4M|$393,250|$872,807|

| 2022|123|$13.5M|$379,089|$861,463|

## 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|

| BCS WEALTH MANAGEMENT LLC|ADVISOR,INVESTMENT ADV|$44,562|—|$44,562|

| PURSHE KAPLAN STERLING INV|ADVISOR|$16,615|—|$16,615|

| SMITH ELLIOTT KEARNS & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PURSHE KAPLAN STERLING INV](https://planprovider.pro/provider/fortem-financial-group-llc) — ADVISOR

- [SMITH ELLIOTT KEARNS & COMPANY, LLC](https://planprovider.pro/provider/smith-elliott-kearns-and-company-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $61,177

- **Estimated Expense Ratio:** 0.318% 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|$62,686|$61,177|—|—|—|

| 2023|$19,388|$13,638|—|$4,300|—|

| 2022|$11,475|—|—|—|—|

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