Plan Snapshot
- Plan Sponsor: Quinn Evans Architects, INC.
- Sponsor EIN: 382637715
- Sponsor Address: 219 1/2 NORTH MAIN STREET, ANN ARBOR, MI, 48104
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $37.9M
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 | 212 | $37.9M | $1.1M | $2.2M |
| 2023 | 216 | $34.2M | $1.1M | $2.1M |
| 2022 | 214 | $28.5M | $1.2M | $2.0M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $74,160 | — | $74,160 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $23,125 | — | $23,125 |
| YEO & YEO PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,285
- Estimated Expense Ratio: 0.257% 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 | $97,950 | — | — | — | — |
| 2023 | $82,878 | $61,456 | — | — | — |
| 2022 | $82,355 | $58,717 | $23,638 | — | — |