Plan Snapshot
- Plan Sponsor: Questec Constructors, INC.
- Sponsor EIN: 431766160
- Sponsor Address: 1390 BOONE INDUSTRIAL DR STE 260, COLUMBIA, MO, 65202
- Plan Type: 401(k)
- Total Participants: 314
- Total Assets: $28.7M
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 | 314 | $28.7M | $2.7M | $1.6M |
| 2023 | 294 | $22.1M | $2.1M | $1.4M |
| 2022 | 235 | $16.0M | $1.4M | $936,797 |
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 | $29,957 | — | $29,957 |
| SHEPARD WEALTH MANAGEMENT LLC | ADVISOR | $18,676 | — | $18,676 |
| BOAN, CONNEALY & HOULEHAN LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,633
- Estimated Expense Ratio: 0.169% 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 | $48,633 | $18,676 | — | — | — |
| 2023 | $36,459 | $13,917 | — | — | — |
| 2022 | $34,470 | — | — | — | — |