Plan Snapshot
- Plan Sponsor: Blish-Mize Co.
- Sponsor EIN: 480142410
- Sponsor Address: 223 SOUTH FIFTH STREET, ATCHISON, KS, 66002
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $7.2M
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 | 88 | $7.2M | $130,654 | $380,918 |
| 2023 | 84 | $6.2M | $126,123 | $348,434 |
| 2022 | 90 | $5.3M | $125,247 | $337,782 |
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 |
|---|---|---|---|---|
| FORVIS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS, LLC — 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 | $314,901 | — | $29,026 | — | — |
| 2023 | $449,104 | — | $25,003 | — | — |
| 2022 | $24,704 | — | — | — | — |