AUMdb

Quick Supply Company Employees' 401(k) Plan

Sponsored by Quick Supply Company · EIN 420722975 · Plan #002

Total assets
$48.4M
Net assets
$48.4M
Active participants
368
With balances
438

Plan year beginning 01/01/2024 · 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
Moneta Group Llc Investment advisory (plan) $77,813
Epic Retirement Plan Services Recordkeeping, Participant communication $63,218
Charles Schwab Trust Bank Custodial (securities), Float revenue $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0