# Quintes Administrative And Insurance Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/quintes-administrative-and-insurance-services-inc-401k-plan

> Quintes Administrative And Insurance Services, INC.'s 401(k) plan: 914 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — SERVICE PROVIDER

- [LEE CPA AUDIT GROUP](https://planprovider.pro/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|—|—|—|

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