Plan Snapshot
- Plan Sponsor: Blue Prism Software, INC.
- Sponsor EIN: 462180258
- Sponsor Address: 1688 MERIDIAN AVENUE SUITE 700, MIAMI BEACH, FL, 33139
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $0 |
| 2022 | 228 | $24.0M | $2.0M | $3.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $88,286 | — | $88,286 |
| SECURITIES AMERICA, INC | OTHER SERVICES | — | $32,729 | $32,729 |
| LEGACY RETIREMENT SOLUTIONS LLC | OTHER SERVICES | — | $11,942 | $11,942 |
| EVESHAM CAPITAL MANAGEMENT | INVESTMENT ADVISORY | — | $9,924 | $9,924 |
| SECURITIES AMERICA ADVISORS, INC. | INVESTMENT ADVISORY | — | $9,924 | $9,924 |
| STEPHANO SLACK LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEPHANO SLACK LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,805
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 |
|---|---|---|---|---|---|
| 2023 | $50,016 | — | $50,016 | — | — |
| 2022 | $88,287 | — | $88,287 | — | — |