AUMdb

Quality Restaurant Group 401(k) Plan

Sponsored by Quality Restaurant Group Llc · EIN 822429645 · Plan #001

Total assets
$3.9M
Net assets
$3.9M
Active participants
4,057
With balances
157

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
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $73,449
Sageview Advisory Group, Llc Investment advisory (participants), Investment advisory (plan), Consulting fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0