Plan Snapshot
- Plan Sponsor: Quoizel, LLC
- Sponsor EIN: 111982765
- Sponsor Address: 6 CORPORATE PARKWAY, GOOSE CREEK, SC, 294458101
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $19.3M
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 | 104 | $19.3M | $330,929 | $653,435 |
| 2023 | 118 | $17.5M | $45,103 | $85,008 |
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 | $34,266 | — | $34,266 |
| FINTRUST CAPITAL ADVISORS, LLC | Investment Advisor | $26,901 | $8 | $26,909 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | Investment Advisor | $2,612 | $2,503 | $5,115 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,290
- Estimated Expense Ratio: 0.343% 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 | $63,779 | $29,513 | $34,266 | — | — |
| 2023 | $7,105 | $2,198 | $4,907 | — | — |