Plan Snapshot
- Plan Sponsor: Quigg Bros., INC.
- Sponsor EIN: 910615779
- Sponsor Address: 819 W STATE ST, ABERDEEN, WA, 98520
- Plan Type: DC
- Total Participants: 84
- Total Assets: $25.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 84 | $25.1M | $606,112 | $603,024 |
| 2023 | 106 | $24.6M | $662,194 | $541,747 |
| 2022 | 103 | $23.3M | $618,446 | $497,217 |
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 |
|---|---|---|---|---|
| BOON ADMINISTRATIVE SERVICES INC | Other Service Provider | $21,307 | — | $21,307 |
| KESTRA INVESTMENT SERVICES LLC | Other Service Provider | $20,398 | — | $20,398 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $10,429 | — | $10,429 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,134
- Estimated Expense Ratio: 0.208% 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 | $67,740 | $4,502 | — | — | — |
| 2023 | $72,938 | — | $72,938 | — | — |
| 2022 | $102,701 | — | $102,701 | — | — |