# Quadient INC. 401(k) Plan
Source: https://planprovider.pro/companies/quadient-inc-401k-plan

> Quadient INC.'s 401(k) plan: 1,573 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [COOK STREET CONSULTING, INC.](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — ACCOUNTANT/AUDITOR

- [MORGAN STANLEY IIA](https://planprovider.pro/provider/morgan-stanley) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/quadient-inc-401k-plan)

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