Plan Snapshot
- Plan Sponsor: Blanchard Training & Development INC.
- Sponsor EIN: 953310167
- Sponsor Address: 125 STATE PLACE, ESCONDIDO, CA, 92029
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $65.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 250 | $65.3M | $550,036 | $2.9M |
| 2023 | 247 | $55.6M | $498,305 | $2.6M |
| 2022 | 249 | $48.4M | $414,644 | $2.2M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $54,168 | — | $54,168 |
| BFSG LLC | NONE | $35,000 | — | $35,000 |
| REDWITZ INC | NONE | $16,000 | — | $16,000 |
| HIGHTOWER ADVISORS LLC | NONE | $6,211 | — | $6,211 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- BFSG LLC — NONE
- REDWITZ INC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,379
- Estimated Expense Ratio: 0.171% 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 | $111,869 | $47,792 | $10,000 | $6,000 | — |
| 2023 | $94,727 | $38,883 | $15,000 | — | — |
| 2022 | $97,163 | $40,593 | — | — | $13,000 |