Plan Snapshot
- Plan Sponsor: Quotient Sciences - Philadelphia, LLC
- Sponsor EIN: 043599000
- Sponsor Address: 3 CHELSEA PKWY #305, BOOTHWYN, PA, 19061
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $26.5M
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 | 324 | $26.5M | $1.2M | $2.1M |
| 2023 | 336 | $23.4M | $1.0M | $2.2M |
| 2022 | 360 | $19.6M | $1.1M | $2.2M |
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 |
|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | — | $71,131 | $71,131 |
| PAAST, P.L. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,131
- Estimated Expense Ratio: 0.268% 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 | $4,113 | — | — | — | — |
| 2023 | $5,850 | — | — | — | — |
| 2022 | $3,454 | — | — | — | — |