Plan Snapshot
- Plan Sponsor: Qsr Enterprises Grafton, INC
- Sponsor EIN: 522386617
- Sponsor Address: 6815 LAKE AVENUE, ELYRIA, OH, 44035
- Plan Type: 401(k)
- Total Participants: 3,446
- Total Assets: $2.9M
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 | 3,446 | $2.9M | $476,440 | $498,299 |
| 2023 | 1,976 | $2.0M | $491,952 | $513,181 |
| 2022 | 24 | $931,311 | $304,255 | $335,706 |
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 |
|---|---|---|---|---|
| STEFANEK REGALBUTO LLC | Auditor | — | — | $0 |
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 | $136,394 | $11,757 | $124,637 | — | — |
| 2023 | $48,403 | $6,491 | $41,912 | — | — |
| 2022 | — | — | — | — | — |