# Blanchard Training & Development INC. 401(k) Plan
Source: https://planprovider.pro/companies/blanchard-training-development-inc-401k-plan

> Blanchard Training & Development INC.'s 401(k) plan: 250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BFSG LLC](https://planprovider.pro/provider/benefit-financial-services-group) — NONE

- [REDWITZ INC](https://planprovider.pro/provider/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|

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