Plan Snapshot
- Plan Sponsor: Quisitive, LLC
- Sponsor EIN: 810698885
- Sponsor Address: 1431 GREENWAY DRIVE SUITE 1000, IRVING, TX, 75038
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 486
- Total Assets: $55.3M
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. |
|---|---|---|---|---|
| 2025 | 486 | $55.3M | $0 | $0 |
| 2024 | 395 | $52.4M | $1.4M | $4.2M |
| 2023 | 501 | $46.2M | $1.5M | $4.6M |
| 2022 | 0 | $0 | $762,225 | $1.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $141,806 | — | $141,806 |
| GALLAGHER FIDUCIARY ADVI | Investment Advisor | $20,000 | — | $20,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,806
- Estimated Expense Ratio: 0.293% 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 |
|---|---|---|---|---|---|
| 2025 | $10,417,178 | $19,990 | $141,807 | — | — |
| 2024 | $154,806 | $19,990 | $134,816 | — | — |
| 2023 | $176,454 | $19,992 | $123,570 | $32,892 | — |
| 2022 | $79,384 | — | $79,384 | — | — |