AUMdb

Qliktech Inc. 401(k) Plan

Sponsored by Qliktech Inc. · EIN 980151014 · Plan #001

Total assets
$184M
Net assets
$184M
Active participants
1,016
With balances
1,678

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $161,829
Empower Annuity Insurance Company O Recordkeeping fees $93,952
Empower Financial Services, Inc. Other investment fees and expenses $30
Empower Financial Services, Inc. Securities brokerage $25
Empower Financial Services, Inc. Other investment fees and expenses $20
Empower Financial Services, Inc. Shareholder servicing fees $0
Empower Financial Services, Inc. Distribution (12b-1) fees $0