Blend360 LLC 401(K) Plan — Form 5500 plan (Blend360 LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Blend360 LLC 401(K) Plan is a benefit plan reported by Blend360 LLC under EIN 81-3865356 and plan number 001. The latest loaded filing year is 2023. The filing reports 637 participants and $10,595,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blend360 LLC
- EIN
- 81-3865356
- Plan number
- 001
- Plan type
- 2
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 637
- End-of-year plan assets
- $10,595,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 637 | H, C | 20250311125450NAL0010698147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,595,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,595,821
- Net assets (BOY)
- $5,239,424
Income & contributions
- Employer contributions
- $803,253
- Participant contributions
- $3,606,772
- Total contributions
- $5,677,775
- Total income / additions
- $6,794,723
Expenses & distributions
- Benefits paid
- $1,330,784
- Administrative expenses
- $107,542
- Total expenses
- $1,438,326
- Net increase / (decrease)
- $5,356,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $69,620 | $0 | 2023 |
| Morgan Stanley Global Ba | INVESTMENT ADVISORY | $37,922 | not reported in the loaded dataset | 2023 |