Breakers Unlimited Qbox 401(k) Plan
Sponsored by Breakers Unlimited · EIN 351801594 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 125
- With balances
- 131
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 |
|---|---|---|
| I4 Advisors Llc CRD 157911 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| I4 Advisors, Llc | Investment advisory (participants), Investment advisory (plan) | $29,448 |
| Rpg Consultants | Recordkeeping, Consulting (pension), Participant loan processing | $28,777 |
| Mid Atlantic Trust Company | Custodial (securities) | $6,392 |