Complete The Form To Get Your 401K Grade

Name or company name

Number of account balances

Number of eligible participants

Total plan asset size ($0 if startup)

Type of plan (401K, 403b, 457, profit sharing, defined benefit)

Current Service Providers: Recordkeeper

Current Service Providers: Custodian/Trustee

Current Service Providers: Investment Advisor

Employee Contributions

Yes

Employer Match Contributions

Yes

Employer Profit Sharing Contributions

Yes

Other Contributions?

Are loans allowed in the plan?

If so how many?

Are self-direcfted brokerage accounts a part of the plan assets?

If so, how many self-directed brokerage accounts?

Is your company stock a part of the plan investment options?

If so, is it publicly traded or privately held?

Other entities also owned by any owners?

If so, please provide detail

Why are you looking to make a change?

What is important to the plan's committee with respect to the plan?

Issues with current record keeper?

Turnaround time needed for proposal?

Standard turnaround time for a proposal is within 3 business days, unless noted otherwise.

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401K Report Card

Complete The Form To Get Your 401K Grade

Quantum Financial Advisors