Quigley Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan
Sponsored by Quigley Simpson & Heppelwhite, Inc. · EIN 352176523 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 190
- With balances
- 109
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan Broker Dealer | Investment advisory (plan) | $33,601 |
| Capital Group Retirement Plan | Recordkeeping fees | $525 |
| Alliant Insurance Services Inc. | Contract administrator | $0 |