Plan Snapshot
- Plan Sponsor: Daniel J. Quirk, INC.
- Sponsor EIN: 042556454
- Sponsor Address: 444 QUINCY AVE, BRAINTREE, MA, 02184
- Plan Type: 401(k)
- Total Participants: 1,093
- Total Assets: $23.9M
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 | 1,093 | $23.9M | $0 | $3.1M |
| 2023 | 870 | $20.5M | $0 | $2.9M |
| 2022 | 827 | $16.6M | $0 | $2.4M |
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 |
|---|---|---|---|---|
| NAFFAH & COMPANY, LLC | Auditor | — | — | $0 |
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 | $131,762 | $23,684 | $11,125 | — | — |
| 2023 | $104,490 | $16,880 | $9,523 | — | — |
| 2022 | $157,621 | $20 | — | — | — |