Plan Snapshot
- Plan Sponsor: Blaise Alexander Management, INC.
- Sponsor EIN: 271575032
- Sponsor Address: 10 ALEXANDER DRIVE, MUNCY, PA, 17756
- Plan Type: 401(k)
- Total Participants: 741
- Total Assets: $29.7M
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 | 741 | $29.7M | $582,756 | $2.8M |
| 2023 | 739 | $27.2M | $577,944 | $2.8M |
| 2022 | 745 | $24.1M | $526,644 | $2.6M |
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 |
|---|---|---|---|---|
| GEARHART, WEINECKE & VERRASTRO, PC | 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 | $249,689 | — | $249,689 | — | — |
| 2023 | $157,001 | — | $124,090 | $7,125 | — |
| 2022 | $171,165 | — | $148,068 | — | — |