Quatrro Fpo Solutions Llc 401(k) Plan
Sponsored by Quatrro Fpo Solutions, Llc · EIN 364277344 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 200
- With balances
- 210
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Mai Capital Management, Llc CRD 109807 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $10,985 |
| Mai Capital Management Llc | Investment advisory (plan) | $10,025 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $1,025 |