Plan Snapshot
- Plan Sponsor: Blue & Co., LLC
- Sponsor EIN: 351178661
- Sponsor Address: 12800 N. MERIDIAN STREET #400, CARMEL, IN, 46032
- Plan Type: 401(k)
- Total Participants: 559
- Total Assets: $114.6M
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 | 559 | $114.6M | $1.7M | $5.1M |
| 2023 | 547 | $101.2M | $1.7M | $4.9M |
| 2022 | 514 | $84.0M | $1.1M | $4.1M |
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 |
|---|---|---|---|---|
| DONOVAN CPAS | 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 | $151,165 | $55,345 | — | — | — |
| 2023 | $146,825 | $65,402 | — | — | — |
| 2022 | $90,373 | — | — | — | — |