Plan Snapshot
- Plan Sponsor: Quest Software INC.
- Sponsor EIN: 330231678
- Sponsor Address: 4 POLARIS WAY, ALISO VIEJO, CA, 92656
- Plan Type: 401(k)
- Total Participants: 968
- Total Assets: $299.5M
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 | 968 | $299.5M | $7.3M | $13.0M |
| 2023 | 1,030 | $267.9M | $8.3M | $14.5M |
| 2022 | 1,223 | $233.7M | $9.0M | $15.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $314,731 | $132,693 | $600 | — | — |
| 2023 | $209,983 | $88,730 | $300 | — | — |
| 2022 | $263,668 | $72,493 | — | — | — |