Plan Snapshot
- Plan Sponsor: Quantum Residential, INC.
- Sponsor EIN: 911497672
- Sponsor Address: 601 E. 16TH STREET, VANCOUVER, WA, 98663
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $1.5M
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 | 130 | $1.5M | $96,543 | $201,715 |
| 2023 | 121 | $1.6M | $99,207 | $185,896 |
| 2022 | 171 | $1.4M | $125,684 | $246,709 |
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 |
|---|---|---|---|---|
| GEFFEN MESHER | Auditor | $21,125 | — | $21,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GEFFEN MESHER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,125
- Estimated Expense Ratio: 1.426% 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 | $57,320 | $9,772 | $26,423 | $21,125 | — |
| 2023 | $50,991 | $9,428 | $20,997 | $20,566 | — |
| 2022 | $45,321 | $8,708 | $20,614 | — | — |