Plan Snapshot
- Plan Sponsor: The Quarry Lane School, INC.
- Sponsor EIN: 943217010
- Sponsor Address: 3750 BOULDER STREET, PLEASANTON, CA, 945664806
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $9.8M
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 | 179 | $9.8M | $292,594 | $1.3M |
| 2023 | 159 | $7.3M | $261,563 | $1.1M |
| 2022 | 129 | $5.2M | $209,290 | $743,461 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $80,700 | — | $80,700 | — | — |
| 2023 | $42,730 | $27,766 | $14,964 | — | — |
| 2022 | $24,757 | — | $24,757 | — | — |