Plan Snapshot
- Plan Sponsor: Blue River Petcare Group, LLC
- Sponsor EIN: 352489124
- Sponsor Address: 1 S. WACKER DRIVE, CHICAGO, IL, 60606
- Plan Type: DC
- Total Participants: 3,099
- Total Assets: $67.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 3,099 | $67.9M | $3.6M | $9.6M |
| 2023 | 2,884 | $50.4M | $3.2M | $8.6M |
| 2022 | 2,518 | $32.0M | $2.5M | $6.9M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | FINANCIAL ADVISOR | $158,792 | — | $158,792 |
| ALLIANCE PENSION CONSULTANTS, LLC | RECORDKEEPER | $140,617 | — | $140,617 |
| CHARLES SCHWAB TRUST BANK | CUSTODIAN | $3 | $70,593 | $70,596 |
| PLANTE MORAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — FINANCIAL ADVISOR
- CHARLES SCHWAB TRUST BANK — CUSTODIAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $370,005
- Estimated Expense Ratio: 0.545% 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 | $299,412 | $158,792 | — | — | — |
| 2023 | $214,629 | $117,612 | — | — | — |
| 2022 | $182,632 | $98,043 | — | — | $84,507 |