Plan Snapshot
- Plan Sponsor: Quad Knopf, INC.
- Sponsor EIN: 942228472
- Sponsor Address: PO BOX 3699, VISALIA, CA, 93278
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $23.2M
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 | 140 | $23.2M | $552,481 | $1.5M |
| 2023 | 135 | $22.4M | $464,338 | $1.3M |
| 2022 | 137 | $19.2M | $523,717 | $1.3M |
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 |
|---|---|---|---|---|
| ACEC RETIREMENT TRUST | OTHER | $33,853 | — | $33,853 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $6,525 | — | $6,525 |
| STAMBAUGH NESS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAMBAUGH NESS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,378
- Estimated Expense Ratio: 0.174% 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 | $45,207 | $6,525 | — | — | — |
| 2023 | $37,450 | $3,719 | — | — | — |
| 2022 | $34,382 | — | $34,382 | — | — |