Plan Snapshot
- Plan Sponsor: Quality Custom Cabinetry, INC.
- Sponsor EIN: 231730713
- Sponsor Address: 125 PETERS ROAD, NEW HOLLAND, PA, 175570189
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $11.8M
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 | 133 | $11.8M | $116,093 | $458,605 |
| 2023 | 133 | $11.3M | $52,550 | $402,299 |
| 2022 | 139 | $10.3M | $51,463 | $409,388 |
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 |
|---|---|---|---|---|
| FIRST NATIONAL TRUST COMPANY | NONE | $34,809 | — | $34,809 |
| STANCORP FINANCIAL GROUP | NONE | $29,125 | — | $29,125 |
| SIMON LEVER LLC | NONE | $17,500 | — | $17,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- SIMON LEVER LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,434
- Estimated Expense Ratio: 0.690% 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 | $81,434 | — | $81,434 | — | — |
| 2023 | $78,862 | — | $78,862 | — | — |
| 2022 | $86,449 | — | $86,449 | — | — |