Plan Snapshot
- Plan Sponsor: Quadient INC.
- Sponsor EIN: 942388882
- Sponsor Address: 478 WHEELERS FARMS ROAD, MILFORD, CT, 06461
- Plan Type: 401(k)
- Total Participants: 1,573
- Total Assets: $282.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,573 | $282.5M | $4.9M | $13.7M |
| 2023 | 1,553 | $253.5M | $4.9M | $13.4M |
| 2022 | 1,609 | $208.8M | $4.6M | $12.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $99,566 | — | $99,566 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $81,169 | — | $81,169 |
| COOK STREET CONSULTING, INC. | INVESTMENT ADVISOR | $73,500 | — | $73,500 |
| PKF O'CONNOR DAVIES, LLP | ACCOUNTANT/AUDITOR | $29,420 | — | $29,420 |
| MORGAN STANLEY IIA | CONSULTANT | $14,700 | — | $14,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- COOK STREET CONSULTING, INC. — INVESTMENT ADVISOR
- PKF O'CONNOR DAVIES, LLP — ACCOUNTANT/AUDITOR
- MORGAN STANLEY IIA — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $298,355
- Estimated Expense Ratio: 0.106% 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 | $296,316 | $81,169 | $900 | $29,420 | — |
| 2023 | $237,274 | $76,700 | $3,300 | $14,025 | — |
| 2022 | $63,063 | $79,704 | — | — | — |