Plan Snapshot
- Plan Sponsor: Blackwood Of Dc LLC
- Sponsor EIN: 263165188
- Sponsor Address: 5335 WISCONSIN AVE NW STE 825, WASHINGTON, DC, 20015
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $6.0M
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 | 102 | $6.0M | $625,866 | $149,929 |
| 2023 | 85 | $5.5M | $1.1M | $173,926 |
| 2022 | 157 | $4.7M | $1.2M | $143,050 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | RECORDKEEPER | $6,094 | — | $6,094 |
| MEADOWS URGUHART ACREE & COOK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — RECORDKEEPER
- MEADOWS URGUHART ACREE & COOK, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,094
- Estimated Expense Ratio: 0.101% 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 | $9,916 | — | $9,916 | — | — |
| 2023 | $11,000 | — | — | $11,000 | — |
| 2022 | $22,800 | — | — | — | $22,800 |