Plan Snapshot
- Plan Sponsor: Quality Enterprises Usa, INC.
- Sponsor EIN: 540947002
- Sponsor Address: 3494 SHEARWATER STREET, NAPLES, FL, 34117
- Plan Type: 401(k)
- Total Participants: 262
- Total Assets: $9.1M
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 | 262 | $9.1M | $168,795 | $900,464 |
| 2023 | 212 | $7.6M | $150,572 | $727,205 |
| 2022 | 172 | $5.5M | $115,849 | $579,990 |
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 |
|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | PLAN ADMINISTRATOR | $42,029 | — | $42,029 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $17,989 | — | $17,989 |
| FORVIS MAZARS, LLP | ACCOUNTING | $14,900 | — | $14,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- FORVIS MAZARS, LLP — ACCOUNTING
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,918
- Estimated Expense Ratio: 0.823% 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 | $75,516 | $18,589 | $2,300 | — | — |
| 2023 | $61,351 | $10,473 | $1,903 | $13,000 | — |
| 2022 | $47,589 | — | — | — | — |