Plan Snapshot
- Plan Sponsor: Blue Force, INC.
- Sponsor EIN: 651187322
- Sponsor Address: 6 MANHATTAN SQUARE, HAMPTON, VA, 23666
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $9.1M
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 | 41 | $9.1M | $207,893 | $408,800 |
| 2023 | 64 | $9.2M | $274,859 | $572,964 |
| 2022 | 77 | $7.9M | $496,016 | $706,012 |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT | Investment Advisor | — | $22,977 | $22,977 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $13,400 | — | $13,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL INVESTMENT — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,377
- Estimated Expense Ratio: 0.398% of plan assets
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 | $13,400 | — | — | — | — |
| 2023 | $13,594 | — | — | — | — |
| 2022 | $14,187 | — | — | — | — |