Plan Snapshot
- Plan Sponsor: Quintes Administrative And Insurance Services, INC.
- Sponsor EIN: 204319325
- Sponsor Address: 1961 MAIN STREET # 151, WATSONVILLE, CA, 95076
- Plan Type: 401(k)
- Total Participants: 914
- Total Assets: $33.9M
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 | 914 | $33.9M | $774,242 | $2.2M |
| 2023 | 514 | $27.5M | $696,352 | $2.0M |
| 2022 | 173 | $3.4M | $54,574 | $327,913 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | SERVICE PROVIDER | $2,577 | $35,699 | $38,276 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $5,775 | — | $5,775 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — SERVICE PROVIDER
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,051
- Estimated Expense Ratio: 0.130% 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 | $113,191 | $8,724 | $102,277 | — | — |
| 2023 | $64,879 | $2,527 | $57,102 | — | — |
| 2022 | $8,177 | $8,177 | — | — | — |