AUMdb

Queens Law Associates 401(k) Plan

Sponsored by Queens Law Associates Not For Profit Corporation Dba Queens Defenders · EIN 270364845 · Plan #001

Total assets
$21.1M
Net assets
$21.0M
Active participants
237
With balances
392

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
Moneco Advisors, Llc CRD 171922 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Alerus Recordkeeping, Custodial (securities) $48,604
Moneco Advisors Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $46,698