Plan Snapshot
- Plan Sponsor: Quail Ridge Poa, INC.
- Sponsor EIN: 591609438
- Sponsor Address: 3715 GOLF ROAD, BOYNTON BEACH, FL, 33436
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $10.0M
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. |
|---|---|---|---|---|
| 2024 | 204 | $10.0M | $327,807 | $743,699 |
| 2023 | 189 | $8.9M | $307,016 | $687,023 |
| 2022 | 183 | $7.6M | $298,775 | $638,085 |
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 |
|---|---|---|---|---|
| FUOCO GROUP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $7,676 | — | $7,676 | — | — |
| 2023 | $2,405 | — | $2,405 | — | — |
| 2022 | $4,271 | — | $4,271 | — | — |