Plan Snapshot
- Plan Sponsor: The Blakley Corporation
- Sponsor EIN: 350182105
- Sponsor Address: 8060 EAST 88TH STREET, INDIANAPOLIS, IN, 462561263
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 134 | $9.1M | $203,042 | $605,388 |
| 2023 | 118 | $8.6M | $158,512 | $540,551 |
| 2022 | 121 | $7.2M | $128,467 | $445,739 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $17,233 | — | $17,233 |
| SHEPHERD FINANCIAL INVESTMENT | Investment Advisor | $16,942 | — | $16,942 |
| KATZ, SAPPER & MILLER, LLP | Auditor | $15,500 | — | $15,500 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $6,403 | — | $6,403 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- SHEPHERD FINANCIAL INVESTMENT — Investment Advisor
- KATZ, SAPPER & MILLER, LLP — Auditor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,078
- Estimated Expense Ratio: 0.616% 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 | $51,078 | $23,345 | — | $10,500 | — |
| 2023 | $52,811 | $21,363 | — | $15,000 | — |
| 2022 | $54,730 | $5,703 | — | — | — |