Plan Snapshot
- Plan Sponsor: Blauch Brothers, INC.
- Sponsor EIN: 540695169
- Sponsor Address: 911 CHICAGO AVENUE, HARRISONBURG, VA, 228025433
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 137
- Total Assets: $11.5M
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 | 137 | $11.5M | $480,763 | $613,433 |
| 2023 | 130 | $11.0M | $762,649 | $589,037 |
| 2022 | 104 | $9.2M | $222,872 | $476,602 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $42,126 | — | $42,126 |
| WELLS FARGO CLEARING SERVICES LLC | Investment Advisor | — | $20,971 | $20,971 |
| BROWN, EDWARDS & COMPANY, LLP | Recordkeeper | — | $15,556 | $15,556 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY, LLP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,653
- Estimated Expense Ratio: 0.681% 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 | $42,838 | — | $42,838 | — | — |
| 2023 | $54,783 | $37,080 | — | — | — |
| 2022 | $44,384 | $26,066 | $18,318 | — | — |