Plan Ledger DOL Form 5500 · updated monthly

Quigley-Simpson & Heppelwhite, Inc.401(k)

QUIGLEY-SIMPSON & HEPPELWHITE, INC. 401(K) PROFIT SHARING PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.47%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Quigley-Simpson & Heppelwhite, Inc. reported $34,126 in plan administrative expenses for 2024: 0.47% of average plan assets, below the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.78% to 0.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,036th of 9,483), and 8,721st of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$7,924,746
Participants with balances109
Active participants190
Employer contributions$0
Employee contributions$962,103
Employer contribution per active participant$0
Average account balance$72,704
Benefits paid to participants$565,898
Plan auditUnmodified (clean) audit opinion
AuditorFRITH -SMITH & ARCHIBAD, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 109 accts
2023$6.6M · 108 accts
2022$5.1M · 102 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,126
Total administrative$34,126
The Quigley-Simpson & Heppelwhite, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Quigley-Simpson & Heppelwhite, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
JP MORGAN BROKER -DEALER · Investment advisory (plan)$33,601
CAPITAL GROUP RETIREMENT PLAN$525
ALLIANT INSURANCE SERVICES INC. · Contract administratorindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$34,126 · 0.47%
2023$35,311 · 0.61%
2022$39,967 · 0.78%
Same employer
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Asm Affiliates, Inc CA$8.0M · 0.74%
Nylas, Inc. CA$7.9M · 0.13%
Bugcrowd Inc. CA$7.9M · 0.14%
Virtana CA$7.9M · 0.20%
Safework, Inc. CA$7.9M · 0.76%
Split Software, Inc. CA$7.9M · 0.39%
Gallegos United CA$7.9M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352176523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.