Plan Snapshot
- Plan Sponsor: Blue Rock Construction, INC.
- Sponsor EIN: 010548802
- Sponsor Address: 2324 SECOND STREET PIKE, NEWTOWN, PA, 18940
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 71 | $11.8M | $326,013 | $740,640 |
| 2023 | 81 | $10.5M | $355,942 | $784,515 |
| 2022 | 91 | $8.7M | $345,795 | $767,162 |
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 |
|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | Investment Advisor | $28,221 | — | $28,221 |
| TRANSAMERICA RET SOLUTIONS, LLC | Recordkeeper | $27,279 | — | $27,279 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RET SOLUTIONS, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,500
- Estimated Expense Ratio: 0.470% 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 | $56,525 | $28,221 | — | — | — |
| 2023 | $39,271 | — | $39,271 | — | — |
| 2022 | $50,066 | — | — | — | $50,066 |