Plan Snapshot
- Plan Sponsor: Quad Plus LLC
- Sponsor EIN: 202033561
- Sponsor Address: 2200 ELLIS ROAD, NEW LENOX, IL, 60451
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 312
- Total Assets: $33.1M
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 | 312 | $33.1M | $0 | $0 |
| 2024 | 250 | $28.1M | $778,960 | $1.9M |
| 2023 | 127 | $23.0M | $700,722 | $1.7M |
| 2022 | 195 | $18.2M | $586,925 | $1.4M |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS. CO | Recordkeeper | $141,328 | — | $141,328 |
| MAP RETIREMENT USA, LLC | Recordkeeper | $6,175 | — | $6,175 |
| ENVESTNET RETIREMENT SOLUTIONS LLC | Investment Advisor | $5,815 | — | $5,815 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,318
- Estimated Expense Ratio: 0.463% 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 | $1,963,474 | — | — | — | — |
| 2024 | $129,680 | — | — | — | — |
| 2023 | $97,247 | — | — | — | — |
| 2022 | $86,849 | — | $86,849 | — | — |