Plan Snapshot
- Plan Sponsor: Blanchard Valley Medical Assc INC
- Sponsor EIN: 341148970
- Sponsor Address: 200 WEST PEARL STREET, FINDLAY, OH, 458401394
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $37.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 92 | $37.6M | $511,243 | $588,527 |
| 2023 | 94 | $36.1M | $483,084 | $572,019 |
| 2022 | 101 | $33.7M | $470,211 | $516,237 |
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 |
|---|---|---|---|---|
| VEID & VEID CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VEID & VEID CPA'S — Auditor
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 | $238,137 | — | — | — | — |
| 2023 | $232,549 | — | — | — | — |
| 2022 | $256,658 | $255,335 | — | — | — |