Plan Snapshot
- Plan Sponsor: Blazerwilkinsongee, LLC
- Sponsor EIN: 200222339
- Sponsor Address: P.O. BOX 7428, SPRECKELS, CA, 939627428
- Plan Type: 401(k)
- Total Participants: 1,569
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,569 | $7.6M | $270,331 | $496,281 |
| 2023 | 1,362 | $7.3M | $305,744 | $562,715 |
| 2022 | 824 | $6.4M | $278,817 | $489,461 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | SERVICE PROVIDER | — | $17,258 | $17,258 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — SERVICE PROVIDER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,258
- Estimated Expense Ratio: 0.226% 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 | $5,624 | $1,068 | $4,025 | — | — |
| 2023 | $4,122 | — | — | — | — |
| 2022 | $3,285 | $3,285 | — | — | — |