On Q Financial 401(k) Plan
Sponsored by On Q Financial, Llc · EIN 510517525 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 0
- With balances
- 57
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 |
|---|---|---|
| Cs Planning Corp CRD 149937 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $53,157 |
| Cs Planning Corp | Investment advisory (plan) | $33,202 |