Plan Snapshot
- Plan Sponsor: Quality Systems Integrated Cor
- Sponsor EIN: 330639031
- Sponsor Address: 6740 TOP GUN ST, SAN DIEGO, CA, 921214114
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 72 | $7.1M | $89,717 | $350,561 |
| 2023 | 68 | $6.3M | $86,206 | $312,656 |
| 2022 | 72 | $5.2M | $82,308 | $311,038 |
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 |
|---|---|---|---|---|
| HOCHMAN TORRES LLP | 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 | $32,496 | $16,054 | $15,582 | — | — |
| 2023 | $26,541 | $13,415 | $12,266 | — | — |
| 2022 | $25,121 | $13,152 | $11,969 | — | — |