Plan Snapshot
- Plan Sponsor: Blend360 LLC
- Sponsor EIN: 813865356
- Sponsor Address: 10221 WINCOPIN CIRCLE, COLUMBIA, MD, 210443423
- Plan Type: 401(k)
- Total Participants: 504
- Total Assets: $14.8M
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 | 504 | $14.8M | $1.0M | $3.8M |
| 2023 | 523 | $10.6M | $803,253 | $3.6M |
| 2022 | 493 | $5.2M | $155,291 | $2.4M |
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 |
|---|---|---|---|---|
| PBMARES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PBMARES — 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 | $119,932 | $42,138 | $77,794 | — | — |
| 2023 | $107,542 | $37,922 | $69,620 | — | — |
| 2022 | $59,599 | $22,351 | $37,248 | — | — |