AUMdb

Quality Branded 401(k)

Sponsored by Fourth Wall Restaurants, Llc · EIN 260544482 · Plan #001

Total assets
$5.3M
Net assets
$5.3M
Active participants
1,864
With balances
155

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
Chadler Investment Advisory Solutions, Llc CRD 165763 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Chadler Investment Advisory Investment advisory (plan) $18,007
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $575