# Qualifacts Systems, LLC 401(k) Plan
Source: https://planprovider.pro/companies/qualifacts-systems-inc-401k-plan

> Qualifacts Systems, LLC's 401(k) plan: 386 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Qualifacts Systems, LLC

- **Sponsor EIN:** 621820098

- **Sponsor Address:** 315 DEADERICK ST. STE 2300, NASHVILLE, TN, 37238

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

- **Total Participants:** 386

- **Total Assets:** $33.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|386|$33.2M|$2.0M|$4.5M|

| 2023|497|$26.0M|$2.1M|$4.4M|

| 2022|474|$19.0M|$1.6M|$3.3M|

## 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|

| KESTRA ADVISORY SERVICES, LLC|NONE|$69,096|—|$69,096|

| STANCORP FINANCIAL GROUP|NONE|$49,004|—|$49,004|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — NONE

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $118,100

- **Estimated Expense Ratio:** 0.356% 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|$118,108|—|$118,108|—|—|

| 2023|$94,329|$51,050|$43,279|—|—|

| 2022|$81,464|—|$81,464|—|—|

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