# Quisitive, LLC 401(k) Plan
Source: https://planprovider.pro/companies/quisitive-llc-401k-plan

> Quisitive, LLC's 401(k) plan: 395 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Quisitive, LLC

- **Sponsor EIN:** 810698885

- **Sponsor Address:** 1431 GREENWAY DRIVE SUITE 1000, IRVING, TX, 75038

- **Plan Type:** 401(k)

- **Total Participants:** 395

- **Total Assets:** $52.4M

## 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|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|CONTRACT ADMINISTRATOR|$134,815|—|$134,815|

| GALLAGHER FIDUCIARY ADVI|INVESTMENT ADVISORY|$20,000|—|$20,000|

| MELTON & MELTON, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER FIDUCIARY ADVI](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — INVESTMENT ADVISORY

- [MELTON & MELTON, L.L.P.](https://planprovider.pro/provider/melton-and-melton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $154,815

- **Estimated Expense Ratio:** 0.295% 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|$154,806|$19,990|$134,816|—|—|

| 2023|$176,454|$19,992|$123,570|$32,892|—|

| 2022|$79,384|—|$79,384|—|—|

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