The Quarry Lane School, Inc. 401(k) Profit Sharing Plan
Sponsored by The Quarry Lane School, Inc. · EIN 943217010 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 179
- With balances
- 215
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fisher Investments | Investment advisory (participants), Investment advisory (plan) | $58,771 |
| John Hancock | Recordkeeping | $21,929 |