Quality Technology Services, Llc 401(k) Plan
Sponsored by Quality Technology Services, Llc · EIN 205840402 · Plan #001
- Total assets
- $132M
- Net assets
- $132M
- Active participants
- 1,310
- With balances
- 1,592
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 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cap Financial Partners Llc | Investment management, Direct payment from the plan | $73,983 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $72,160 |
| Marksnelson Llc | Accounting, Direct payment from the plan | $18,500 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $234 |