Q Centrix Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Q Centrix Llc · EIN 273439332 · Plan #001
- Total assets
- $38.7M
- Net assets
- $38.7M
- Active participants
- 1,262
- With balances
- 844
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $83,126 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $27,668 |