# Blarney Castle Oil Co. 401(k) Plan
Source: https://planprovider.pro/companies/blarney-castle-oil-co-401k-plan

> Blarney Castle Oil Co.'s 401(k) plan: 660 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$33,948|—|$33,948|

| HUNGERFORD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [HUNGERFORD](https://planprovider.pro/provider/hungerford-nichols) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $33,948

- **Estimated Expense Ratio:** 0.271% 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|$33,948|—|$33,948|—|—|

| 2023|$20,954|—|$20,954|—|—|

| 2022|$2,369|—|$1,900|—|$469|

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