# Blaise Alexander Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/blaise-alexander-management-inc-401k-plan

> Blaise Alexander Management, INC.'s 401(k) plan: 741 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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