Plan Snapshot
- Plan Sponsor: Q2 Holdings, INC.
- Sponsor EIN: 202706637
- Sponsor Address: 10355 PECAN PARK BLVD, AUSTIN, TX, 78729
- Plan Type: DC
- Total Participants: 1,660
- Total Assets: $219.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,660 | $219.2M | $6.8M | $24.1M |
| 2023 | 1,712 | $171.2M | $6.8M | $23.1M |
| 2022 | 1,849 | $126.3M | $6.6M | $21.9M |
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 | $85,286 | — | $85,286 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $85,245 | — | $85,245 |
| ALLIANT RETIREMENT SERVICES | ADVISOR | $80,000 | — | $80,000 |
| BAUER&COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $250,531
- Estimated Expense Ratio: 0.114% 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 | $250,531 | $165,245 | $2,100 | — | — |
| 2023 | $229,656 | $142,911 | $900 | — | — |
| 2022 | $237,132 | $49,465 | — | — | — |