Plan Snapshot
- Plan Sponsor: Bluehawk, LLC
- Sponsor EIN: 454133389
- Sponsor Address: 10501 NE 38TH PL, KIRKLAND, WA, 98033
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 200 | $14.9M | $812,144 | $2.0M |
| 2023 | 202 | $11.5M | $586,101 | $1.5M |
| 2022 | 178 | $8.2M | $570,287 | $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 |
|---|---|---|---|---|
| STAN CORP | CUSTODIAN- RECORD KEEPER | $34,367 | $6 | $34,373 |
| BENSLER, LLC | CONSULTING FEES | $27,737 | — | $27,737 |
| PRICEKUBECKA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAN CORP — CUSTODIAN- RECORD KEEPER
- PRICEKUBECKA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,110
- Estimated Expense Ratio: 0.417% 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 | $62,105 | $27,737 | $26,779 | — | — |
| 2023 | $45,455 | $22,518 | $20,087 | — | — |
| 2022 | $40,673 | $37,301 | — | — | — |