Plan Snapshot
- Plan Sponsor: Blair Image Elements
- Sponsor EIN: 251260443
- Sponsor Address: 5107 KISSELL AVENUE, ALTOONA, PA, 16601
- Plan Type: 401(k)
- Total Participants: 351
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 351 | $11.7M | $310,288 | $908,657 |
| 2023 | 345 | $10.5M | $274,009 | $780,642 |
| 2022 | 384 | $10.0M | $292,018 | $754,316 |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT GROUP | INVESTMENT ADVISOR | $21,945 | — | $21,945 |
| RETIREMENT PLAN SOLUTIONS | NONE | $10,245 | — | $10,245 |
| YOUNG OAKES BROWN & CO, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,190
- Estimated Expense Ratio: 0.274% 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 | $28,190 | — | $28,190 | — | — |
| 2023 | $26,491 | — | $26,491 | — | — |
| 2022 | $26,838 | — | $26,838 | — | — |