Quality Progressions 403(b) Plan
Sponsored by Quality Progressions · EIN 412130419 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 97
- With balances
- 124
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliant Insurance Services | Contract administrator, Investment advisory (plan) | $20,137 |
| Alliant Insurance Services Inc Dba | Contract administrator, Investment advisory (plan) | $20,137 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $18,822 |
| Empower Annuity Insurance Company | Recordkeeping fees | $18,822 |
| Empower Advisory Group, Llc | Investment management | $1,251 |
| Empower Advisory Group, Llc | Investment management | $1,251 |