# Qb Energy Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/qb-energy-management-llc-401k-plan

> Qb Energy Management, LLC's 401(k) plan: 221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Qb Energy Management, LLC

- **Sponsor EIN:** 993884505

- **Sponsor Address:** 1001 17TH STREET, DENVER, CO, 80202

- **Plan Type:** 401(k)

- **Total Participants:** 221

- **Total Assets:** $36.9M

## 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.|

| 2024|221|$36.9M|$2.0M|$2.7M|

## 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|

| IMA ADVISORY SERVICES INC|ADVISOR|$71,216|—|$71,216|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$52,212|—|$52,212|

| STRATEGIC ADVISORS, INC.|ADVISOR|$28,625|—|$28,625|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [IMA ADVISORY SERVICES INC](https://planprovider.pro/provider/ima-wealth) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $152,053

- **Estimated Expense Ratio:** 0.412% 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|$152,053|$99,841|—|—|—|

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