# Blue Matter Consulting 401(k) Plan
Source: https://planprovider.pro/companies/blue-matter-consulting-401k-plan

> Blue Matter Consulting's 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Blue Matter Consulting

- **Sponsor EIN:** 461097578

- **Sponsor Address:** 400 OYSTER POINT BLVD STE 309, SOUTH SAN FRANCISCO, CA, 94080

- **Plan Type:** 401(k)

- **Total Participants:** 179

- **Total Assets:** $19.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|179|$19.4M|$1.2M|$2.3M|

| 2023|153|$13.8M|$1.0M|$2.0M|

| 2022|144|$8.7M|$760,322|$1.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$20,346|—|$20,346|

| ABBOTT, STRINGHAM & LYNCH|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $20,346

- **Estimated Expense Ratio:** 0.105% 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|$21,502|$1,156|—|—|—|

| 2023|$14,551|—|—|—|—|

| 2022|—|—|—|—|—|

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