Retirement plan

QUALITY BUILDERS WARRANTY CORPORATION PROFIT SHARING PLAN

Name: QUALITY BUILDERS WARRANTY CORPOR - QUALITY BUILDERS WARRANTY CORPORATION PROFIT SHARING PLAN (2025) Form 5500
Creator: QUALITY BUILDERS WARRANTY CORPOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUALITY BUILDERS WARRANTY CORPORATION PROFIT SHARING PLAN, QUALITY BUILDERS WARRANTY CORPOR

QUALITY BUILDERS WARRANTY CORPOREIN 23-2388359Plan #002PY 2025

3500 MARKET STREET SUITE 204 - CAMP HILL, PA 17011717-737-2522qbwc.comLinkedIn11-50 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2M

+36.3% from 2024

Total participants

+29.2% from 2024

Average account balance

$69,738

+12.8% from 2024

Annual return

16.91%

+1.99 pp from 2024

Benchmarks

See 4,019 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,019 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$70K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$288K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.91%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$259

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$8K

$250 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.371%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,738

$57,590+21.1%

$86,233-19.1%

$82,448-15.4%

Participation rate

93.3%

57.9%+35.5pp

69.0%+24.3pp

68.1%+25.3pp

Annual return

16.91%

22.41%-5.5pp

61.39%-44.5pp

41.64%-24.7pp

Employer contribution / active EE

$3,428

$1,655+107.1%

$2,504+36.9%

$2,551+34.4%

Participant deferral / active EE

$6,166

$3,080+100.2%

$4,559+35.2%

$4,139+49.0%

Admin fee / account holder

$259

$4,730-94.5%

$8,342-96.9%

$7,234-96.4%

QUALITY BUILDERS WARRANTY CORPORATION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

QUALITY BUILDERS WARRANTY CORPORATION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion