Plan Snapshot
- Plan Sponsor: Bluestar Resort & Golf LLC
- Sponsor EIN: 203663263
- Sponsor Address: 655 BREA CANYON RD, WALNUT, CA, 917880489
- Plan Type: 401(k)
- Total Participants: 1,308
- Total Assets: $11.7M
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 | 1,308 | $11.7M | $265,033 | $1.2M |
| 2023 | 1,199 | $9.8M | $223,245 | $1.1M |
| 2022 | 1,509 | $8.3M | $183,376 | $1.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $47,887 | — | $47,887 |
| HEDMAN PARTNERS LLP | NONE | $15,123 | — | $15,123 |
| MERCER (US) INC MERCER INVESTMENTS | NONE | $5,735 | — | $5,735 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEDMAN PARTNERS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,745
- Estimated Expense Ratio: 0.586% 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 | $68,745 | $5,735 | — | $15,123 | — |
| 2023 | $84,868 | $5,734 | — | $30,917 | — |
| 2022 | $56,229 | $8,666 | $35,513 | — | — |