Plan Snapshot
- Plan Sponsor: C. Blackburn INC.
- Sponsor EIN: 141803352
- Sponsor Address: 1347 ROUTE 19, ELIZAVILLE, NY, 12523
- Plan Type: DC
- Total Participants: 143
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 143 | $6.1M | $955,871 | $0 |
| 2023 | 158 | $5.8M | $1.1M | $0 |
| 2022 | 174 | $5.3M | $1.2M | $0 |
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 |
|---|---|---|---|---|
| ASSUREDPARTNERS CAPITAL INC | INVESTMENT ADVISOR | $29,636 | — | $29,636 |
| PREMIER RETIREMENT PARTNERS LLC | CONTRACT ADMIN | $6,975 | $4,836 | $11,811 |
| BAS PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,447
- Estimated Expense Ratio: 0.677% 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 | $41,115 | $32,721 | $6,975 | — | — |
| 2023 | $37,569 | $29,373 | $7,294 | — | — |
| 2022 | $66,774 | $28,650 | — | — | $38,124 |