Plan Snapshot
- Plan Sponsor: Questex LLC
- Sponsor EIN: 271392763
- Sponsor Address: 685 3RD AVENUE 21ST FLOOR, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 257
- 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 | 257 | $28.7M | $279,979 | $2.4M |
| 2023 | 245 | $27.5M | $307,357 | $2.2M |
| 2022 | 243 | $22.4M | $250,329 | $1.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $67,145 | — | $67,145 |
| NFP RETIREMENT INC | INVESTMENT ADVISOR | $43,821 | — | $43,821 |
| PFK O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PFK O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,966
- Estimated Expense Ratio: 0.387% 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 | $109,056 | $43,820 | — | — | — |
| 2023 | $123,638 | $35,864 | $87,774 | — | — |
| 2022 | $58,400 | $45,739 | $12,611 | — | — |