# The Blood Connection, Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/the-blood-connection-incorporated-401k-plan

> The Blood Connection, Incorporated's 401(k) plan: 774 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Blood Connection, Incorporated

- **Sponsor EIN:** 570660489

- **Sponsor Address:** 1099 BRACKEN ROAD, PIEDMONT, SC, 296739644

- **Plan Type:** 401(k)

- **Total Participants:** 774

- **Total Assets:** $23.3M

## 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|774|$23.3M|$2.3M|$1.5M|

| 2023|672|$19.3M|$1.9M|$1.3M|

| 2022|579|$15.9M|$1.6M|$1.2M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$160,837|—|$160,837|

| OSAIC FA, INC.|OTHER SERVICES|—|$49,082|$49,082|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [OSAIC FA, INC.](https://planprovider.pro/provider/lincoln-financial-group) — OTHER SERVICES

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $209,919

- **Estimated Expense Ratio:** 0.899% 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|$160,836|—|$160,836|—|—|

| 2023|$129,833|—|$129,833|—|—|

| 2022|$120,147|—|$120,147|—|—|

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