Qvale Auto Group Employee Savings Investment Plan
Sponsored by Qvale Auto Group, Inc. · EIN 946367002 · Plan #002
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 88
- With balances
- 359
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $26,632 |
| Pentegra Services Inc | Contract administrator | $23,049 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $15,000 |
| Empower Advisory Group,Llc | Recordkeeping fees | $3,548 |
| Empower Financial Services, Inc. | Distribution (12b-1) fees, Shareholder servicing fees | $0 |