AUMdb

Quisitive, Llc 401(k) Plan

Sponsored by Quisitive, Llc · EIN 810698885 · Plan #001

Total assets
$52.4M
Net assets
$52.4M
Active participants
395
With balances
468

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
Gallagher Fiduciary Advisors, Llc CRD 146509 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $134,815
Gallagher Fiduciary Advi Investment advisory (plan), Direct payment from the plan $20,000