# Blauch Brothers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/blauch-brothers-inc-540695169-002

> Blauch Brothers, INC.'s 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/brown-edwards-and-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|—|—|

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