Qbox Pooled Employer Plan
Sponsored by Plan Compliance Services, Inc. · EIN 593708427 · Plan #013
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 313
- With balances
- 265
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 |
|---|---|---|
| Qbox Fiduciary Solutions, Llc CRD 167622 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| First Advisors National, Llc CRD 166212 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Qbox Fiduciary Solutions Llc | Other fees, Investment advisory (plan) | $38,539 |
| American Pension Services, Llc | Contract administrator | $38,094 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $21,734 |
| Empower Advisory Group, Llc | Investment management | $12,275 |
| First Advisors National Llc | Investment advisory (plan) | $5,973 |