Plan Snapshot
- Plan Sponsor: Pq LLC
- Sponsor EIN: 230972750
- Sponsor Address: 300 LINDENWOOD DRIVE, MALVERN, PA, 19355
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 303
- Total Assets: $72.9M
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. |
|---|---|---|---|---|
| 2023 | 303 | $72.9M | $2.0M | $2.6M |
| 2022 | 319 | $66.2M | $3.1M | $2.6M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | Recordkeeper | $49,118 | — | $49,118 |
| THE VANGUARD GROUP, INC. | Other Service Provider | $30,859 | — | $30,859 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,977
- Estimated Expense Ratio: 0.110% 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 |
|---|---|---|---|---|---|
| 2023 | $78,126 | — | — | — | — |
| 2022 | $67,041 | — | — | — | — |