Plan Snapshot
- Plan Sponsor: Easterseals Blake Foundation
- Sponsor EIN: 860093224
- Sponsor Address: 7750 E BROADWAY STE A 200, TUCSON, AZ, 857103901
- Plan Type: 403(b)
- Total Participants: 691
- Total Assets: $9.2M
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. |
|---|---|---|---|---|
| 2024 | 691 | $9.2M | $199,332 | $689,002 |
| 2023 | 726 | $8.6M | $206,035 | $632,661 |
| 2022 | 745 | $7.4M | $202,130 | $606,073 |
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 |
|---|---|---|---|---|
| LUDWIG KLEWER & RUDNER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUDWIG KLEWER & RUDNER — 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 | $92,948 | — | $92,948 | — | — |
| 2023 | $81,300 | — | $81,300 | — | — |
| 2022 | $68,071 | — | $68,071 | — | — |