Plan Snapshot
- Plan Sponsor: Qualified Emergency Specialists, INC.
- Sponsor EIN: 311116049
- Sponsor Address: PO BOX 94310, OKLAHOMA CITY, TX, 73143
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $66.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 76 | $66.0M | $2.3M | $1.2M |
| 2023 | 76 | $60.3M | $2.2M | $1.3M |
| 2022 | 78 | $48.8M | $2.0M | $1.0M |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
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 | $17,444 | $17,444 | — | — | — |
| 2023 | $15,315 | $15,315 | — | — | — |
| 2022 | $3,537 | $3,537 | — | — | — |