Plan Snapshot
- Plan Sponsor: Qtc Management, INC.
- Sponsor EIN: 953948968
- Sponsor Address: 924 OVERLAND COURT, SAN DIMAS, CA, 91773
- Plan Type: 401(k)
- Total Participants: 4,384
- Total Assets: $154.0M
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. |
|---|---|---|---|---|
| 2024 | 4,384 | $154.0M | $12.4M | $20.0M |
| 2023 | 3,822 | $112.0M | $4.9M | $13.8M |
| 2022 | 2,970 | $83.6M | $3.6M | $10.4M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP, INC. | NONE | $104,249 | — | $104,249 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,249
- Estimated Expense Ratio: 0.068% 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 | $105,442 | $1,193 | — | — | — |
| 2023 | $81,165 | — | — | — | — |
| 2022 | $67,208 | — | — | — | — |