Plan Snapshot
- Plan Sponsor: Quality Living, INC.
- Sponsor EIN: 470665946
- Sponsor Address: 6404 NORTH 70TH PLAZA, OMAHA, NE, 68104
- Plan Type: 401(k)
- Total Participants: 439
- Total Assets: $31.7M
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 | 439 | $31.7M | $847,683 | $1.5M |
| 2023 | 407 | $28.1M | $870,740 | $1.4M |
| 2022 | 413 | $23.1M | $844,184 | $1.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $113,788 | — | $113,788 |
| HUB INVESTMENT ADVISORS, INC. | INVESTMENT ADVISORY | — | $58,583 | $58,583 |
| ASCENSUS | CONTRACT ADMINISTRATOR | $15,226 | $2,868 | $18,094 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS — CONTRACT ADMINISTRATOR
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $190,465
- Estimated Expense Ratio: 0.601% 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 | $129,015 | — | $129,015 | — | — |
| 2023 | $58,136 | — | $58,136 | — | — |
| 2022 | $12,019 | — | $12,019 | — | — |