Plan Snapshot
- Plan Sponsor: Point Quest, INC.
- Sponsor EIN: 811930459
- Sponsor Address: 9355 E STOCKTON BLVD STE 230, ELK GROVE, CA, 956249526
- Plan Type: 401(k)
- Total Participants: 1,484
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,484 | $8.8M | $938,361 | $2.0M |
| 2023 | 1,052 | $5.9M | $520,144 | $1.2M |
| 2022 | 498 | $3.2M | $372,663 | $771,168 |
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 |
|---|---|---|---|---|
| LEE CPA GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA GROUP — 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 | $45,859 | $28,723 | — | — | — |
| 2023 | $21,087 | $14,348 | — | — | — |
| 2022 | $26,739 | — | — | — | — |