Plan Snapshot
- Plan Sponsor: Lloyd'S Register Quality Assurance, INC.
- Sponsor EIN: 760647574
- Sponsor Address: 2101 CITYWEST BLVD, HOUSTON, TX, 77042
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $19.6M
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 | 98 | $19.6M | $524,732 | $728,279 |
| 2023 | 101 | $19.3M | $618,810 | $869,185 |
| 2022 | 110 | $15.0M | $493,797 | $894,918 |
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, UK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY, UK 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 | -$5,311 | $1,150 | $300 | — | — |
| 2023 | -$5,499 | $463 | — | — | — |
| 2022 | -$3,385 | — | — | — | — |