Plan Snapshot
- Plan Sponsor: Blarney Castle Oil Co.
- Sponsor EIN: 381484988
- Sponsor Address: 12218 WEST ST, PO BOX #246, BEAR LAKE, MI, 49614
- Plan Type: 401(k)
- Total Participants: 660
- Total Assets: $12.5M
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 | 660 | $12.5M | $439,648 | $1.3M |
| 2023 | 629 | $11.2M | $390,756 | $1.1M |
| 2022 | 531 | $9.6M | $324,019 | $1.0M |
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 |
|---|---|---|---|---|
| HUNGERFORD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUNGERFORD — 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 | $33,948 | — | $33,948 | — | — |
| 2023 | $20,954 | — | $20,954 | — | — |
| 2022 | $2,369 | — | $1,900 | — | $469 |