Quail Mountain, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Quail Mountain, INC.
  • Sponsor EIN: 930732164
  • Sponsor Address: 4033 MILLER AVENUE, KLAMATH FALLS, OR, 97603
  • Plan Type: 401(k)
  • Total Participants: 54
  • Total Assets: $6.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202454$6.9M$216,990$294,210
202360$6.2M$184,088$245,668
202259$5.0M$168,425$224,044

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