Plan Snapshot
- Plan Sponsor: Qsource
- Sponsor EIN: 620924699
- Sponsor Address: 8245 TOURNAMENT DR STE 201, MEMPHIS, TN, 381251761
- Plan Type: 403(b)
- Total Participants: 70
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 70 | $11.8M | $409,727 | $377,031 |
| 2023 | 93 | $10.8M | $273,808 | $338,732 |
| 2022 | 90 | $11.5M | $302,509 | $383,962 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $54,225 | — | $54,225 | — | — |
| 2023 | $48,007 | — | $48,007 | — | — |
| 2022 | $52,202 | — | $52,202 | — | — |