Plan Snapshot
- Plan Sponsor: Blumont, INC.
- Sponsor EIN: 810888072
- Sponsor Address: 1300 N. 17TH ST. N SUITE 1150, ARLINGTON, VA, 222093811
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 327
- Total Assets: $38.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 327 | $38.1M | $0 | $0 |
| 2024 | 77 | $35.2M | $391,632 | $891,098 |
| 2023 | 71 | $30.9M | $384,202 | $915,865 |
| 2022 | 70 | $27.7M | $319,949 | $698,920 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, LLC | Other Service Provider | $30,000 | — | $30,000 |
| BLACKBURN, CHILDERS & STEAGALL, PLC | Other Service Provider | $16,500 | — | $16,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,500
- Estimated Expense Ratio: 0.122% 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 |
|---|---|---|---|---|---|
| 2025 | $3,466,188 | — | $49,978 | — | — |
| 2024 | $33,703 | — | $33,702 | — | — |
| 2023 | $32,405 | — | $32,405 | — | — |
| 2022 | $32,023 | — | $32,023 | — | — |