Plan Snapshot
- Plan Sponsor: Blumenthal Distributing, INC.
- Sponsor EIN: 953887135
- Sponsor Address: 1901 SOUTH ARCHIBALD AVE., ONTARIO, CA, 917618548
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $18.1M
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 | 126 | $18.1M | $290,730 | $530,833 |
| 2023 | 138 | $15.5M | $303,812 | $495,621 |
| 2022 | 132 | $13.5M | $331,696 | $556,270 |
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 |
|---|---|---|---|---|
| GREEN HASSON & JANKS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREEN HASSON & JANKS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $58,963 | — | $58,963 | — | — |
| 2023 | $49,251 | — | $49,251 | — | — |
| 2022 | $48,562 | — | $48,562 | — | — |