Plan Snapshot
- Plan Sponsor: Blue Link Wireless, LLC
- Sponsor EIN: 844498942
- Sponsor Address: 420 STEVENS AVENUE, SUITE 150, SOLANA BEACH, CA, 92075
- Plan Type: 401(k)
- Total Participants: 759
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 759 | $1.9M | $0 | $1.2M |
| 2023 | 736 | $1.4M | $0 | $1.1M |
| 2022 | 790 | $711,898 | $0 | $796,291 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $107,848 | — | $107,848 |
| MITCHELL & ASSOCIATES CPA'S | Other Service Provider | $9,511 | — | $9,511 |
| MMA SECURITIES, LLC | Investment Advisor | $7,379 | — | $7,379 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- MMA SECURITIES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,738
- Estimated Expense Ratio: 6.462% 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 | $121,445 | $4,085 | — | — | — |
| 2023 | $121,368 | $2,604 | — | $9,530 | — |
| 2022 | $30,685 | — | — | — | — |