Plan Snapshot
- Plan Sponsor: Questspecialty Corporation
- Sponsor EIN: 274250259
- Sponsor Address: P.O. BOX 624, BRENHAM, TX, 77834
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $6.3M
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 | 120 | $6.3M | $152,139 | $367,356 |
| 2023 | 98 | $5.7M | $156,556 | $370,643 |
| 2022 | 106 | $4.6M | $141,631 | $338,396 |
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 |
|---|---|---|---|---|
| PEGGY S. EDGE, CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEGGY S. EDGE, CPA, LLC — 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 | $51,171 | $27,864 | $19,257 | — | — |
| 2023 | $45,792 | $23,302 | $16,040 | — | — |
| 2022 | $37,428 | $21,238 | $16,190 | — | — |