# Q2 Holdings, INC. DC Plan
Source: https://planprovider.pro/companies/q2-holdings-inc-plan

> Q2 Holdings, INC.'s DC plan: 1,660 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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