Plan Snapshot
- Plan Sponsor: American Society For Quality INC.
- Sponsor EIN: 390912502
- Sponsor Address: PO BOX 3005, MILWAUKEE, WI, 532013005
- Plan Type: 403(b)
- Total Participants: 132
- Total Assets: $26.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 132 | $26.9M | $544,121 | $663,124 |
| 2023 | 131 | $24.7M | $514,243 | $657,911 |
| 2022 | 141 | $21.3M | $507,454 | $650,914 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $22,633 | — | — | — | — |
| 2023 | $19,608 | — | — | $2,000 | — |
| 2022 | $22,615 | — | — | — | — |