AUMdb

Qe 401(k) And Profit Sharing Plan

Sponsored by Quality Enterprises Usa, Inc. · EIN 540947002 · Plan #001

Total assets
$9.1M
Net assets
$9.1M
Active participants
262
With balances
289

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Workplace Services Llc Plan administrator, Trustee (discretionary), Investment management $42,029
Onedigital Investment Advisors Llc Investment advisory (plan) $17,989
Forvis Mazars, Llp Accounting $14,900