AUMdb

Iq Solutions, Inc. 401(k) Profit Sharing Plan

Sponsored by Iq Solutions, Inc. · EIN 521840355 · Plan #001

Total assets
$27.2M
Net assets
$27.2M
Active participants
200
With balances
304

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
Acap Asset Management, Inc. CRD 149452 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Acap Asset Management, Inc. Investment advisory (plan), Direct payment from the plan $101,932
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping $29,689