# Blackline INC. 401(k) Plan
Source: https://planprovider.pro/companies/blackline-inc-401k-plan

> Blackline INC.&#39;s 401(k) plan: 1,106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HEDMAN PARTNERS LLP](https://planprovider.pro/provider/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|—|—|—|—|

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