# Blue River Petcare Group, LLC DC Plan
Source: https://planprovider.pro/companies/blue-river-petcare-group-llc-plan-101

> Blue River Petcare Group, LLC's DC plan: 3,099 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — FINANCIAL ADVISOR

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|

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