AUMdb

Quad Plus Llc Profit Sharing Plan

Sponsored by Quad Plus Llc · EIN 202033561 · Plan #001

Total assets
$28.1M
Net assets
$28.1M
Active participants
250
With balances
275

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
Envestnet Retirement Solutions, Llc CRD 171570 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Financial Life Ins. Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $118,433
Map Retirement Usa, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $5,980
Envestnet Retirement Solutions Llc Investment advisory (plan) $5,028