The Quarterra Services, Llc 401(k) Plan
Sponsored by Quarterra Services, Llc · EIN 880658257 · Plan #001
- Total assets
- $62.9M
- Net assets
- $62.9M
- Active participants
- 569
- With balances
- 783
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $72,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $57,181 |
| Baker Tilly Us Llp | Accounting | $26,854 |