AUMdb

Quinn Evans Architects, Inc. Employee Retirement Benefit Plan

Sponsored by Quinn Evans Architects, Inc. · EIN 382637715 · Plan #001

Total assets
$37.9M
Net assets
$37.9M
Active participants
212
With balances
252

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ubs Financial Services Inc Investment advisory (plan) $74,160
Empower Annuity Insurance Company Recordkeeping fees $23,125