Plan Snapshot
- Plan Sponsor: Blackstone Consulting, INC.
- Sponsor EIN: 954459467
- Sponsor Address: 11726 SAN VICENTE BLVD STE 550, LOS ANGELES, CA, 90049
- Plan Type: 401(k)
- Total Participants: 342
- Total Assets: $3.8M
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 | 342 | $3.8M | $10,646 | $924,751 |
| 2023 | 230 | $2.8M | $7,989 | $621,259 |
| 2022 | 111 | $1.9M | $5,275 | $528,814 |
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 ADVISORY GROUP, LLC | INVESTMENT MGMT | $7,343 | — | $7,343 |
| BAS PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,343
- Estimated Expense Ratio: 0.193% 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 | $15,018 | $7,343 | $3,000 | — | — |
| 2023 | $14,759 | $4,445 | — | $3,200 | — |
| 2022 | $13,284 | $3,052 | $10,232 | — | — |