AUMdb

Qfs 401(k) Profit Sharing Plan

Sponsored by Quality Facility Solutions Corp. · EIN 030452799 · Plan #002

Total assets
$6.3M
Net assets
$6.3M
Active participants
299
With balances
411

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Leatherback Investments Llc CRD 299608 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $50,713
Davis & Gilbert Llp Legal, Direct payment from the plan $10,506
The Retirement Advantage, Inc. Contract administrator, Direct payment from the plan, Other services $10,158
Leatherback Investments Llc Investment advisory (plan), Other fees $0