Plan Snapshot
- Plan Sponsor: Quorum Analytics, LLC
- Sponsor EIN: 882382483
- Sponsor Address: 1001 G ST NW, WASHINGTON, DC, 20001
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $8.6M
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 | 189 | $8.6M | $448,960 | $1.6M |
| 2023 | 224 | $6.3M | $513,465 | $1.8M |
| 2022 | 160 | $3.5M | $315,759 | $1.2M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $17,058 | — | $17,058 |
| NFP RETIREMENT. INC | Investment Advisor | $11,433 | — | $11,433 |
| GUIDELINE, INC. | Recordkeeper | $5,925 | — | $5,925 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- NFP RETIREMENT. INC — Investment Advisor
- GUIDELINE, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,416
- Estimated Expense Ratio: 0.400% 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 | $34,496 | — | — | — | — |
| 2023 | $7,844 | $3,780 | — | — | — |
| 2022 | $3,979 | $3,923 | $6 | — | — |