AUMdb

Quality Gold 401(k) And Profit Sharing Plan

Sponsored by Quality Gold Of Cincinnati, Inc. · EIN 310983552 · Plan #004

Total assets
$33.9M
Net assets
$33.9M
Active participants
310
With balances
406

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Ubs Financial Services, Inc. Recordkeeping, Trustee (institutional), Other services $59,729
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $19,077
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $0