Plan Snapshot
- Plan Sponsor: Bluestone Insourcing Solutions,
- Sponsor EIN: 455291304
- Sponsor Address: 12110 SUNSET HILLS RD, RESTON, VA, 20190
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $20.9M
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 | 105 | $20.9M | $38,702 | $800,455 |
| 2023 | 147 | $20.7M | $296,716 | $863,683 |
| 2022 | 78 | $16.2M | $152,079 | $371,827 |
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 |
|---|---|---|---|---|
| WELLS FARGO | N/A | $53,187 | — | $53,187 |
| ADP, INC. | RECORD KEEPER | $19,759 | — | $19,759 |
| WEYRICH, CRONIN & SORRA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- WEYRICH, CRONIN & SORRA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,946
- Estimated Expense Ratio: 0.349% 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 | $72,946 | $53,187 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |