AUMdb

Qualis 401(k) Plan

Sponsored by Qualis Corporation · EIN 631094718 · Plan #002

Total assets
$45.7M
Net assets
$45.7M
Active participants
293
With balances
531

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
Investment advisory (participants) $87,515
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $33,149