Plan Snapshot
- Plan Sponsor: Q-Mation, INC.
- Sponsor EIN: 232549974
- Sponsor Address: 425 CAREDEAN DRIVE, HORSHAM, PA, 190441318
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $26.8M
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 | 139 | $26.8M | $534,013 | $1.7M |
| 2023 | 245 | $22.4M | $536,950 | $1.5M |
| 2022 | 213 | $16.9M | $314,813 | $961,672 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $23,943 | — | $23,943 | — | — |
| 2023 | $18,994 | — | $18,994 | — | — |
| 2022 | $15,577 | — | $15,577 | — | — |