Plan Snapshot
- Plan Sponsor: Qualex Manufacturing
- Sponsor EIN: 611273995
- Sponsor Address: 261 TRIPORT ROAD, GEORGETOWN, KY, 40324
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $9.5M
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 | 319 | $9.5M | $380,806 | $817,450 |
| 2023 | 318 | $8.1M | $333,261 | $697,710 |
| 2022 | 306 | $6.5M | $306,686 | $642,835 |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — Auditor
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 | $14,978 | $1,745 | $3,620 | — | — |
| 2023 | $14,076 | $1,425 | $3,436 | — | — |
| 2022 | $9,661 | — | — | — | $9,661 |