AUMdb

Q Center 401(k) Plan

Sponsored by Q Center Llc · EIN 201954239 · Plan #001

Total assets
$9.3M
Net assets
$9.3M
Active participants
207
With balances
225

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
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Ins And Annuity Co Investment advisory (plan), Recordkeeping fees, Other fees $4,015
Voya Retirement Advisors, Llc Investment advisory (participants) $3,451
The Retirement Advantage, Inc. Other fees $450
Morningstar Investment Management Investment advisory (plan) $0