# Iqeq Us Management Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/iqeq-us-management-company-llc-401k-plan

> Iqeq Us Management Company, LLC's 401(k) plan: 582 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iqeq Us Management Company, LLC

- **Sponsor EIN:** 872324421

- **Sponsor Address:** 2777 N STEMMONS FREEWAY,, DALLAS, TX, 75207

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

- **Total Participants:** 582

- **Total Assets:** $47.5M

## 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|582|$47.5M|$2.2M|$7.0M|

| 2023|606|$36.6M|$2.2M|$6.9M|

| 2022|577|$23.1M|$2.2M|$5.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$74,562|—|$74,562|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$59,150|—|$59,150|

| STRATEGIC ADVISORS, INC.|ADVISOR|$10,904|—|$10,904|

| NISIVOCCIA LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [NISIVOCCIA LLP](https://planprovider.pro/provider/nisivoccia-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $144,616

- **Estimated Expense Ratio:** 0.304% 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|$144,616|$70,054|—|—|—|

| 2023|$110,175|$58,860|—|—|—|

| 2022|$60,519|$1,345|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/iqeq-us-management-company-llc-401k-plan)

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