# Quaker Equities, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/quaker-equities-ltd-401k-plan-001

> Quaker Equities, Ltd.'s 401(k) plan: 284 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Quaker Equities, Ltd.

- **Sponsor EIN:** 133411457

- **Sponsor Address:** 16 BRIDGEWATER STREET, BROOKLYN, NY, 11222

- **Plan Type:** 401(k)

- **Total Participants:** 284

- **Total Assets:** $40.6M

## 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|284|$40.6M|$1.4M|$1.6M|

| 2023|295|$33.3M|$1.2M|$1.4M|

| 2022|279|$25.7M|$1.1M|$1.2M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$70,018|—|$70,018|

| HELD KRANZLER MCCOSKER & PULICE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HELD KRANZLER MCCOSKER & PULICE LLP](https://planprovider.pro/provider/held-kranzler-mccosker-and-pulice-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $70,018

- **Estimated Expense Ratio:** 0.172% 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|$70,019|—|$70,019|—|—|

| 2023|$69,875|—|$69,875|—|—|

| 2022|$64,552|—|$64,552|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/quaker-equities-ltd-401k-plan-001)

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