Plan Snapshot
- Plan Sponsor: Quinco Mental Health Center
- Sponsor EIN: 620926486
- Sponsor Address: 10710 OLD HWY. 64, BOLIVAR, TN, 38008
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $6.2M
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 | 72 | $6.2M | $135,894 | $200,313 |
| 2023 | 104 | $5.8M | $146,672 | $208,638 |
| 2022 | 106 | $5.1M | $147,605 | $225,283 |
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 |
|---|---|---|---|---|
| ATA , PLLC | Auditor | $8,250 | — | $8,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATA , PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,250
- Estimated Expense Ratio: 0.133% 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 | $834,621 | — | $44,504 | — | — |
| 2023 | $49,069 | $29,516 | — | $8,250 | — |
| 2022 | $50,825 | — | — | — | — |