Plan Snapshot
- Plan Sponsor: Qualawash Holdings, LLC
- Sponsor EIN: 270683851
- Sponsor Address: 500 N WESTSHORE BLVD, STE 435, TAMPA, FL, 33609
- Plan Type: 401(k)
- Total Participants: 2,421
- Total Assets: $87.9M
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 | 2,421 | $87.9M | $5.5M | $7.9M |
| 2023 | 1,055 | $78.7M | $1.7M | $2.6M |
| 2022 | 1,028 | $16.6M | $669,585 | $1.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $171,207 | — | $171,207 |
| KB PENSION SERVICES INC | CONTRACT ADMIN | $119,773 | — | $119,773 |
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $55,667 | — | $55,667 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $7,865 | — | $7,865 |
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $354,512
- Estimated Expense Ratio: 0.403% 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 | $358,027 | $37,625 | $320,402 | — | — |
| 2023 | $180,819 | $59,152 | $121,667 | — | — |
| 2022 | $83,081 | $19,490 | $63,591 | — | — |