Aquity Solutions, Llc 401(k) Plan
Sponsored by Aquity Solutions, Llc · EIN 832898085 · Plan #002
- Total assets
- $59.7M
- Net assets
- $59.6M
- Active participants
- 1,248
- With balances
- 1,162
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Sub-transfer agency fees | $207,174 |
| Captrust | Consulting fees | $134,769 |
| Baker Tilly U, Llp | Accounting | $14,980 |
| Baker Tilly Us, Llp | Consulting fees | $7,490 |