Plan Snapshot
- Plan Sponsor: Quincy Farm Supply Co.
- Sponsor EIN: 370801054
- Sponsor Address: PO BOX 3745, QUINCY, IL, 62305
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $5.1M
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 | 371 | $5.1M | $127,707 | $333,939 |
| 2023 | 311 | $4.4M | $120,846 | $303,162 |
| 2022 | 306 | $4.0M | $115,735 | $302,330 |
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 |
|---|---|---|---|---|
| EDWARD JONES | INVESTMENT ADVISOR | $15,821 | — | $15,821 |
| GRAY HUNTER STENN LLP | AUDITOR | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRAY HUNTER STENN LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,821
- Estimated Expense Ratio: 0.313% 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 | $1,425 | — | $1,425 | — | — |
| 2023 | $24,394 | $13,882 | — | — | — |
| 2022 | $24,070 | $15,599 | $750 | — | $421 |