Filings through Sep 24, 2026.

Retirement plan

Quality Management Resources I 401(k) Profit Sharing Plan & Trust

Name: QUALITY MANAGEMENT RESOURCES,INC - QUALITY MANAGEMENT RESOURCES I 401K PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: QUALITY MANAGEMENT RESOURCES,INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUALITY MANAGEMENT RESOURCES I 401K PROFIT SHARING PLAN & TRUST, QUALITY MANAGEMENT RESOURCES,INC

Quality Management Resources,incEIN 72-1257322Plan #001PY 2024

4906 AMBASSADOR CAFFERY PKWY, SUITE 100 - LAFAYETTE, LA 70508337-234-1292LinkedIn1-10 employees

Prospect flagsLow returnsCorrective distributionsPossible retail share class: $590KFew collective trustsFund lineup: 3 funds, $3.0M

How to read this page

Total assets (EOY)

$3.1M

-3.1% from 2023

Total participants

114

-3.4% from 2023

Average account balance

$28,833

-3.1% from 2023

Annual return

10.39%

-2.61 pp from 2023

Benchmarks

See 21,775 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,775 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$19,587
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984	Shareholder Servicing	$0

Fund lineup

CSV with Pro

3 funds of $250K or more; 17 lines in all, holding $3.0M of the plan's $3.1M. From the 2024 filing. Recordkeeper: ADP.

In collective trusts0%median 0% for plans under $5M (6,400 plans)

In index funds7%median 17% for plans under $5M (6,400 plans)

In the main target-date series45%median 35% for plans under $5M (6,400 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement, mutual fund, 45% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages	T. Rowe Price	Mutual fund	$1.4M	45.1%
Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market	Vanguard	Money market	$672K	22.2%
Franklin Growth A Franklin Templeton · Mutual fund Possible retail class A	Franklin Templeton	Mutual fund	$219K	7.3%
Fidelity NASDAQ Composite Index Registered Investment Company Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$190K	6.3%
MidCap Account (R3) Principal · Mutual fund Possible retail class R3	Principal	Mutual fund	$180K	5.9%
MFS Value Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2	MFS (Sun Life)	Mutual fund	$139K	4.6%
Janus Henderson Triton Fund-S Registered Investment Company Janus Henderson · Mutual fund	Janus Henderson	Mutual fund	$39K	1.3%
VanEck Intl. Investors Gold Fund Registered Investment Company Manager not matched · Mutual fund	Not yet matched	Mutual fund	$37K	1.2%
PIMCO Total Return A Registered Investment Company PIMCO (Allianz) · Mutual fund	PIMCO (Allianz)	Mutual fund	$35K	1.2%
Registered investment company T. Rowe Price Equity Index 500 T. Rowe Price · Mutual fund Index	T. Rowe Price	Mutual fund	$34K	1.1%

See the other 7 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$20K

$254 / participant

Recordkeeping$20K100.0%

% of EOY assets

0.641%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: THIBODAUX HEBERT DESHOTELS LEBLA
Auditor EIN: 208102502
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

ADP BROKER-DEALER5 years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$19,587

ADP BROKER-DEALER10+ years

Service code 59 · EIN 22-3319984

Shareholder Servicing

Fund

Dollars

% of funds%

T. Rowe Price Retirement

T. Rowe Price · Mutual fund

Target-date, 6 vintages

$1.4M

45.1%

Vanguard Federal Money Market Fund Investor Shares

Vanguard · Money market

$672K

22.2%

Franklin Growth A

Franklin Templeton · Mutual fund

Possible retail class A

$219K

7.3%

Fidelity NASDAQ Composite Index Registered Investment Company

Fidelity (FMR) · Mutual fund

Index

$190K

6.3%

MidCap Account (R3)

Principal · Mutual fund

Possible retail class R3

$180K

5.9%

MFS Value Fund R2

MFS (Sun Life) · Mutual fund

Possible retail class R2

$139K

4.6%

Janus Henderson Triton Fund-S Registered Investment Company

Janus Henderson · Mutual fund

$39K

1.3%

VanEck Intl. Investors Gold Fund Registered Investment Company

Manager not matched · Mutual fund

$37K

1.2%

PIMCO Total Return A Registered Investment Company

PIMCO (Allianz) · Mutual fund

$35K

1.2%

Registered investment company T. Rowe Price Equity Index 500

T. Rowe Price · Mutual fund

Index

$34K

1.1%

Quality Management Resources I 401(k) Profit Sharing Plan & Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Quality Management Resources I 401(k) Profit Sharing Plan & Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion