Ray Quinney & Nebeker Profit Sharing Plan
Sponsored by Ray Quinney & Nebeker P. C. · EIN 870350651 · Plan #001
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 162
- With balances
- 201
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 |
|---|---|---|
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealthenhancementadvisoryservllc | Investment advisory (participants) | $12,288 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$6,201 |