My Plan Facts

401(k) QDSS401(k) plan: employer contributions, fees and assets

Form 5500 for plan year 2025

The filing shows $796 of employer contributions for each active participant in the plan year that ended 31 Dec 2025. Form 5500 does not state the match formula.

Sponsor
QDSS, Cincinnati, OH
EIN and plan number
83-3588707, plan 001
Plan type
401(k), profit sharing. Single-employer plan
Plan year
to
Filing received

What this filing shows

At the end of the plan year that ended 31 Dec 2025, the plan had 2,434 participants.

Net assets were $38,348,589 at the end of that plan year.

Employer contributions were $796 for each active participant in that plan year.

Participant contributions were $3,261 for each active participant.

By participants, it was number 270 of 3,005 defined contribution plans with 100 or more participants and a filing address in Ohio.

By net assets, it was number 896 of 2,877.

Its net assets fell by 57.5% from plan year 2024 to 2025.

Net assets of the 9,237 defined contribution plans with 1,000 to 4,999 participants in plan year 2024 that filed for both years rose by 15.1%.

Its net assets for each participant were $15,755 in plan year 2025.

The median of defined contribution plans with 1,000 to 4,999 participants was $50,214 in plan year 2024.

Form 5500 does not state the match formula.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .

Contributions

Position among plans of the same type and size. The group: 10,256 defined contribution plans with 1,000 to 4,999 participants, plan year 2024. The percentiles set the latest figures of this plan against the group of plan year 2024.

Employer contributionsPlan year that ended 31 Dec 2025. Cash from employers, Schedule H line 2a(1)(A)
$1,787,092
Active participants31 Dec 2025
2,245
Employer contributions for each active participant
$796
Among plans of the same type and size$796plan year 2024

The plan is at the 24th percentile of the group. The quartiles of the group are $825, $2,042 and $4,178. Among plans of the same sector, the plan is at the 13th percentile.

Participant contributionsPlan year that ended 31 Dec 2025
$7,321,556
Rollovers and other contributions
$953,243
Participant contributions for each active participant
$3,261
Among plans of the same type and size$3,261plan year 2024

The plan is at the 38th percentile of the group of 9,556 plans. The quartiles of the group are $2,096, $4,321 and $7,451. Among plans of the same sector, the plan is at the 12th percentile.

Total contributionsPlan year that ended 31 Dec 2025. Schedule H line 2a(3)
$10,061,891

A percentile gives a position in the group. It does not grade the plan. Groups: plans with 1,000 to 4,999 participants, Professional, scientific and technical services sector.

Fees that the filing shows

The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.

Recordkeeping fees
$144,215
IQPA audit fees
$9,450
Administrative expenses, Schedule HPlan year that ended 31 Dec 2025
$153,665
Administrative expenses for each participant$63.13plan year 2024

The plan is at the 38th percentile of the group. The quartiles of the group are $42.42, $81.95 and $127. Among plans of the same sector, the plan is at the 28th percentile.

Direct compensation
$153,665
Indirect compensation
$0
Schedule C compensation to organisationsPlan year that ended 31 Dec 2025
$153,665
Schedule C compensation for each participant$63.13plan year 2024

The plan is at the 38th percentile of the group. The quartiles of the group are $43.73, $81.94 and $126. Among plans of the same sector, the plan is at the 25th percentile.

The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees

Assets and participants

Net assets at the start of the plan year
$90,251,772
Total income, with the result of the investments
$11,207,700
Benefits paid
$5,534,743
Total expenses
$5,724,620
Net income
$5,483,080
Net transfers
-$57,386,263
Net assets, 31 Dec 2025
$38,348,589
Active participants
2,245
Retired or separated, with benefits now
0
Retired or separated, with benefits later
188
Participants with an account balance
752
Participants, 31 Dec 2025
2,434
Net assets for each participant$15,755plan year 2024

The plan is at the 19th percentile of the group. The quartiles of the group are $20,624, $50,214 and $103,669. Among plans of the same sector, the plan is at the 7th percentile.

Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.

Plan years on file

Net assets at the end of the plan year
$11.4M$90.3M$38.3M20142025
Participants at the end of the plan year
1,1823,0212,43420142025
401(k) QDSS: figures of each plan year on fileA plan year has the number of the year in which it started. The earlier years include the filings under the EIN or plan number that the plan had before.
Plan yearParticipantsNet assetsEmployer contributionsParticipant contributionsSchedule C compensation
20252,434$38.3M$1.8M$7.3M$154K
20243,021$90.3M$2.7M$11.5M$220K
20232,463$58.8M$2.0M$8.0M$158K
20222,340$44.3M$1.5M$6.4M$140K
20212,044$50.3M$1.2M$5.8M$134K
20201,974$43.3M$1.5M$6.3M$155K
20192,238$32.0M$1.5M$5.7M$89K
20181,973$22.4M$871K$4.4M$61K
20171,671$21.0M$341K$3.6M$90K
20161,803$16.4M$398K$3.1M$69K
20151,512$12.8M$384K$2.7M$59K
20141,182$11.4M$331K$2.2M$32K

Assets by Schedule H category, 31 Dec 2025

Registered investment companies (mutual funds)
$19.4M 50.5%
Common/collective trusts
$18.6M 48.6%
Participant loans
$345K 0.9%

The form shows the type of the investment vehicle. It does not list the funds of the plan.

Service providers on Schedule C

Organisations that 401(k) QDSS paid $5,000 or morePlan year that ended 31 Dec 2025. Service codes and amounts as filed.
OrganisationServices in the filingDirect compensationIndirect compensation
ADP, Inc.Recordkeeping and information management; Participant loan processing$144,215$0
Clifton Larson Allen LLPRecordkeeping and information management; Consulting (pension)$9,450$0

Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.

Other answers in the filing

Opinion of the accountantSchedule H line 3a
Unmodified
Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
Yes
Accounting firmSchedule H line 3c
CliftonLarsonAllen LLP
Failure to transmit participant contributionsSchedule H line 4a
No
Fidelity bondSchedule H line 4d
Yes, $500,000
Blackout period in the plan yearSchedule H line 4m
No
Marks on the form
automatic enrollment
  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2S401(k) plan or 403(b) plan that provides for automatic enrollment
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan
  • 3HPlan sponsor(s) is (are) a member(s) of a controlled group

Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 541330: Engineering Services.

The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.

Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions): The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary

Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.) A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary

Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .

Plans of similar size in the same industry

Plans with the same plan type and business code, nearest in number of participantsThe list is for navigation. Its order is not a rank.
PlanSponsorParticipants
Employee Stock Ownership Plan of Applied Research Associates, Inc.Applied Research Associates, Inc.2,452
Holtec International Profit Sharing Plan and TrustHoltec International2,407
Quest Global 401(k) Profit Sharing Plan PlanQuest Global Services N.A., Inc.2,477
RS&H, Inc. 401(K)PLANRS&H, Inc.2,392
Arup US Retirement Savings PlanArup US, Inc.2,494
Labella Associates Profit Sharing / 401(k) PlanLabella Associates, D.P.C.2,328
Arcfield Corporation 401(k) PlanAnalex Corporation DBA Arcfield2,520
Kci Technologies, Inc. Employee Stock Ownership PlanKci Technologies, Inc.2,301
Scientific Research Corporation 401(k) Profit Sharing PlanScientific Research Corporation2,552
SRC, Inc. 403(b) Retirement PlanSRC, Inc.2,297

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "401(k) QDSS." https://myplanfacts.com/plan/833588707-001-401k-qdss/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Embed the figures

Embed this card on your site

Copy this code into your page. The card shows the figures above with their source. A line under the card links to this page.

How embedding works. It is free. Keep the link in the card and the link line under it.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 83-3588707, plan 001. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.

Questions

Does the filing show the employer match?

No. Form 5500 does not state the match formula. The filing shows total employer contributions of $1,787,092 for the plan year that ended 31 Dec 2025. Participants contributed $7,321,556 in total in that plan year.

What fees does the filing show?

The plan reported $153,665 of administrative expenses for the plan year that ended 31 Dec 2025. Schedule C shows $153,665 of compensation to service providers. Fund expense ratios are not in Form 5500.

Which organisations give services to the plan?

Schedule C of the filing names 2 organisations. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.

How old are these figures?

The figures are for the plan year from 1 Jan 2025 to 31 Dec 2025. The Department of Labor received the filing on 13 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.