# Quest Software INC. 401(k) Plan
Source: https://planprovider.pro/companies/quest-software-inc-401k-plan

> Quest Software INC.'s 401(k) plan: 968 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$132,038|—|$132,038|

| STRATEGIC ADVISORS, INC.|ADVISOR|$107,693|—|$107,693|

| CREATIVE PLANNING HOLDCO, LLC|INVESTMENT ADVISOR|$75,000|—|$75,000|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CREATIVE PLANNING HOLDCO, LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $314,731

- **Estimated Expense Ratio:** 0.105% 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|$314,731|$132,693|$600|—|—|

| 2023|$209,983|$88,730|$300|—|—|

| 2022|$263,668|$72,493|—|—|—|

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