Plan Snapshot
- Plan Sponsor: Blt Management, LLC
- Sponsor EIN: 450492636
- Sponsor Address: P.O. BOX 110295, STAMFORD, CT, 069110295
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 137 | $13.3M | $325,796 | $650,053 |
| 2023 | 137 | $11.5M | $336,151 | $758,162 |
| 2022 | 147 | $11.1M | $348,042 | $797,636 |
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 |
|---|---|---|---|---|
| VENMAN & CO. LLC | Auditor | — | — | $0 |
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 | $64,322 | — | $64,322 | — | — |
| 2023 | $59,732 | — | $59,732 | — | — |
| 2022 | $64,081 | — | — | — | $64,081 |