Plan Snapshot
- Plan Sponsor: Blackline INC.
- Sponsor EIN: 954876613
- Sponsor Address: 21300 VICTORY BLVD 12TH FLOOR, WOODLAND HILLS, CA, 91367
- Plan Type: 401(k)
- Total Participants: 1,106
- Total Assets: $184.0M
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 | 1,106 | $184.0M | $7.2M | $17.2M |
| 2023 | 1,095 | $147.0M | $7.6M | $17.4M |
| 2022 | 1,185 | $110.9M | $7.4M | $16.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $81,521 | — | $81,521 |
| ZEPHYR INVESTMENT MANAGEMENT | ADVISOR | $61,289 | — | $61,289 |
| HEDMAN PARTNERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HEDMAN PARTNERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,810
- Estimated Expense Ratio: 0.078% 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 | $142,810 | $61,289 | $1,200 | — | — |
| 2023 | $232,281 | $123,424 | $300 | — | — |
| 2022 | $247,613 | — | — | — | — |