AUMdb

Mrqd Inc. 401 K Profit Sharing Plan And Trust

Sponsored by Mrqd, Inc. · EIN 812030769 · Plan #001

Total assets
$3.8M
Net assets
$3.8M
Active participants
165
With balances
123

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Creative Planning Investment advisory (participants), Investment advisory (plan), Investment management $25,100
Tpp Retirement Plan Specialists, Ll Plan administrator, Recordkeeping, Recordkeeping fees $19,041