Plan Snapshot
- Plan Sponsor: Quaker Window Products Co
- Sponsor EIN: 430813428
- Sponsor Address: PO BOX 128, FREEBURG, MO, 650350128
- Plan Type: 401(k)
- Total Participants: 1,216
- Total Assets: $46.1M
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 | 1,216 | $46.1M | $2.3M | $3.8M |
| 2023 | 1,135 | $36.1M | $2.1M | $3.4M |
| 2022 | 1,206 | $29.4M | $1.5M | $2.7M |
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 | $123,499 | — | $123,499 |
| PENSION CONSULTANTS, INC | INVESTMENT ADVISORY | $37,482 | — | $37,482 |
| RUBINBROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION CONSULTANTS, INC — INVESTMENT ADVISORY
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,981
- Estimated Expense Ratio: 0.349% 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 | $160,990 | $37,482 | $123,508 | — | — |
| 2023 | $108,772 | $9,369 | $99,403 | — | — |
| 2022 | $84,626 | — | $84,626 | — | — |