Plan Snapshot
- Plan Sponsor: Blue Corona, INC.
- Sponsor EIN: 261755917
- Sponsor Address: 7595 RICKENBACKER DRIVE, GAITHERSBURG, MD, 20879
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $6.1M
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 | 141 | $6.1M | $343,026 | $562,439 |
| 2023 | 139 | $4.9M | $289,406 | $484,155 |
| 2022 | 116 | $3.5M | $236,374 | $400,438 |
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 |
|---|---|---|---|---|
| CAMPBELL ALBRECHT | 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 | $26,269 | $11,880 | $14,389 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |