Retirement plan

QUALBE MARKETING GROUP, LLC 401(K) PROFIT SHARING PLAN

Name: QUALBE MARKETING GROUP, LLC - QUALBE MARKETING GROUP, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: QUALBE MARKETING GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUALBE MARKETING GROUP, LLC 401(K) PROFIT SHARING PLAN, QUALBE MARKETING GROUP, LLC

QUALBE MARKETING GROUP, LLCEIN 27-2818821Plan #001PY 2025

PO BOX 11095 - FORT WORTH, TX 76110817-377-2200qualbe.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+9.3% from 2024

Total participants

-7.8% from 2024

Average account balance

$41,836

+18.6% from 2024

Annual return

11.95%

+1.91 pp from 2024

Benchmarks

See 3,775 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort3,775 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.47M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

347.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$190K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+11.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4237

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$250K

$14706 / participant

Other / not subdivided$250K100.0%

% of EOY assets

10.129%

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

$41,836

$126,113-66.8%

$116,096-64.0%

$155,188-73.0%

Participation rate

100.0%

75.1%+24.9pp

73.3%+26.7pp

80.8%+19.2pp

Annual return

11.95%

391.72%-379.8pp

326.25%-314.3pp

148.84%-136.9pp

Employer contribution / active EE

$2,733

$2,672+2.3%

$2,503+9.2%

$4,248-35.7%

Participant deferral / active EE

$8,422

$4,162+102.4%

$3,952+113.1%

$6,531+28.9%

Admin fee / account holder

$4,237

$8,045-47.3%

$7,704-45.0%

$14,480-70.7%

QUALBE MARKETING GROUP, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

QUALBE MARKETING GROUP, LLC 401(K) 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