Plan Snapshot
- Plan Sponsor: Blue Stream Communications
- Sponsor EIN: 813278301
- Sponsor Address: 12409 NW 35TH STREET, CORAL SPRINGS, FL, 33065
- Plan Type: 401(k)
- Total Participants: 511
- Total Assets: $15.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 511 | $15.6M | $1.5M | $2.6M |
| 2023 | 456 | $11.1M | $1.1M | $1.9M |
| 2022 | 408 | $8.5M | $663,176 | $1.4M |
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 |
|---|---|---|---|---|
| PARK AVENUE SECURITIES | ADVISOR | $33,056 | — | $33,056 |
| FIDELITY INVESMENTS INSTITUTIONAL | RECORDKEEPER | $29,043 | — | $29,043 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,309 | — | $7,309 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PARK AVENUE SECURITIES — ADVISOR
- FIDELITY INVESMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,408
- Estimated Expense Ratio: 0.446% 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 | $79,364 | $40,365 | — | — | — |
| 2023 | $50,732 | $29,265 | — | — | — |
| 2022 | $32,324 | $2,048 | — | — | — |