Qui(k) 401(k) Plan
Sponsored by Americantcs Fiduciary Services, Llc · EIN 932789379 · Plan #004
- Total assets
- $22.3M
- Net assets
- $22.3M
- Active participants
- 807
- With balances
- 446
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 |
|---|---|---|
| Ladenburg Thalmann Asset Management Inc CRD 108604 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| At Retirment Sevices | Recordkeeping, Participant communication, Direct payment from the plan | $50,027 |
| Ladenburg Thalmann Asset Management | Investment advisory (plan), Investment management, Investment management fees (direct) | $42,304 |
| Americantcs Fiduciary Services, Llc | Plan administrator, Named fiduciary, Direct payment from the plan | $35,441 |
| Securities America Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $22,217 |