Plan Snapshot
- Plan Sponsor: Qsi, INC.
- Sponsor EIN: 311555808
- Sponsor Address: 107 SCHULER DRIVE, BARDSTOWN, KY, 40004
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,002
- Total Assets: $35.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 1,002 | $35.6M | $0 | $0 |
| 2024 | 913 | $28.0M | $2.2M | $2.8M |
| 2023 | 838 | $21.7M | $1.9M | $2.6M |
| 2022 | 674 | $14.7M | $1.6M | $2.1M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $68,604 | — | $68,604 |
| CERITY PARTNERS RETIREMENT PLAN ADV | Investment Advisor | $59,492 | — | $59,492 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $44,682 | — | $44,682 |
| TRINITY PENSION CONSULTANTS | Other Service Provider | $34,165 | — | $34,165 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $206,943
- Estimated Expense Ratio: 0.582% 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 |
|---|---|---|---|---|---|
| 2025 | $3,973,780 | — | — | — | — |
| 2024 | $234,013 | — | — | — | — |
| 2023 | $115,767 | — | — | — | — |
| 2022 | $97,973 | $56,901 | $13,634 | — | $27,438 |