AUMdb

Quick Med Claims, Llc 401(k) Profit Sharing Plan

Sponsored by Quick Med Claims, Llc · EIN 472662918 · Plan #001

Total assets
$10.8M
Net assets
$10.8M
Active participants
284
With balances
319

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $22,220
Definiti Llc Contract administrator $17,476
Mma Securities Llc Investment advisory (plan) $14,817
Global Retirement Partners Llc Investment advisory (plan) $11,755
Empower Advisory Group, Llc Investment management $3,303
Ruzomberka Holland Renk Smith Inc Accounting $500