Quaker Equities 401(k) match, vesting and fees
What Quaker Equities' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Held Kranzler Mccosker & Pulice LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 398 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| Quaker Equities: employer contribution per participant | $3,813 | |
| Peer median | $2,051 |
| Quaker Equities: average balance | $113,410 | |
| Peer median | $71,053 |
| Quaker Equities: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $30.1M at the end of plan year 2021 to $40.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 393 | $40.6M | $1.4M | $3,813 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 390 | $33.3M | $1.2M | $3,396 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 367 | $25.7M | $1.1M | $3,468 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 330 | $30.1M | $1M | $3,530 | 0.26% | Not published | Form 5500 ↗ |
Other Quaker Equities plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Quaker Equities, Ltd 401(k) Plan for Union Members
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Quaker Equities match 401(k) contributions?
The match terms for the Quaker Equities, Ltd. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $3,813 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Quaker Equities 401(k) match vested?
The vesting schedule for the Quaker Equities, Ltd. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Quaker Equities 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Quaker Equities, Ltd..
I left Quaker Equities. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Quaker Equities, Ltd., (203) 239-4901) or the recordkeeper, Principal Life Insurance Company. The Quaker Equities old 401(k) page lists the contacts from every plan filing. Find an old Quaker Equities 401(k)
Data from the public Form 5500 annual reports Quaker Equities filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Quaker Equities. Not financial advice. Report a correction · Methodology