Plan Snapshot
- Plan Sponsor: Blue Sky Smart Solutions, INC
- Sponsor EIN: 481187584
- Sponsor Address: 2116 DELAWARE ST STE A, LAWRENCE, KS, 66046
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $2.2M
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 | 167 | $2.2M | $32,202 | $307,515 |
| 2023 | 244 | $2.0M | $55,557 | $304,475 |
| 2022 | 204 | $1.5M | $57,508 | $282,592 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $7,371 | — | $7,371 |
| SSC CPAS P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- SSC CPAS P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,371
- Estimated Expense Ratio: 0.342% 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 | $7,371 | — | — | — | — |
| 2023 | $33,858 | — | — | — | — |
| 2022 | $6,764 | — | — | — | — |