Plan Snapshot
- Plan Sponsor: Blackstone Technology Group
- Sponsor EIN: 943355428
- Sponsor Address: 1141 CAPUCHINO AVENUE, SUITE 1307, BURLINGAME, CA, 94010
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 51 | $13.1M | $0 | $544,277 |
| 2023 | 55 | $11.8M | $0 | $538,293 |
| 2022 | 53 | $9.7M | $0 | $563,098 |
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 |
|---|---|---|---|---|
| PETRINOVICH PUGH & COMPANY LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $55,289 | $39,754 | — | — | — |
| 2023 | $53,754 | $34,358 | — | $7,200 | — |
| 2022 | $63,198 | $36,746 | $21,504 | — | $4,798 |