Plan Ledger DOL Form 5500 · updated monthly

Blanchard Training & Development Inc.401(k)

BLANCHARD TRAINING & DEVELOPMENT INC. 401(K) PLAN · ESCONDIDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Blanchard Training & Development Inc. reported $111,869 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $2,200 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,412th-largest of 9,483 plans among California employers on file, and the 2,192nd of 11,654 in professional & technical services. In 2024, employees put in $5.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$65,308,634
Participants with balances274
Active participants250
Employer contributions$550,036
Employee contributions$2,931,861
Employer contribution per active participant$2,200
Average account balance$238,353
Benefits paid to participants$2,869,582
Plan auditUnmodified (clean) audit opinion
AuditorREDWITZ,INC
Plan history3
Yearassets · accounts · employer contribution
2024$65.3M · 274 accts · $550K emplr
2023$55.6M · 269 accts · $498K emplr
2022$48.4M · 257 accts · $415K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,077
Investment management$47,792
Audit (IQPA)$6,000
Total administrative$111,869
The Blanchard Training & Development Inc. 401(k) match · 2024
Employer contribution per active participant$2,200
Median for plans this size$3,635
2024$2,200 per active participant
2023$2,017 per active participant
2022$1,665 per active participant

Blanchard Training & Development Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$54,168
BFSG LLC · Investment management$35,000
REDWITZ INC · Accounting / audit$16,000
HIGHTOWER ADVISORS LLC · Investment advisory (participants)$6,211
CHARLES SCHWAB & CO., INC. · Securities brokerage$14

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$111,869 · 0.19%
2023$94,727 · 0.18%
2022$97,163 · 0.18%
Same employer
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Xifin, Inc. CA$66.9M · 0.39%
Ktgy Group, Inc. CA$66.8M · 0.26%
Nuro, Inc. CA$66.0M · 0.07%
Denali Therapeutics Inc. CA$65.7M · 0.00%
Anser Advisory, LLC. CA$65.2M · 0.30%
Mark Thomas & Company, Inc. CA$65.2M · 0.23%
Softbank Inc. CA$64.9M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953310167 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.