Finquery 401(k) Plan
Sponsored by Finquery, Llc · EIN 453280405 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.1M
- Active participants
- 170
- With balances
- 308
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 |
|---|---|---|
| Voya Financial Advisors, Inc. CRD 2882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Financial Advisors, Inc | Investment advisory (plan) | $31,342 |
| Osaic Wealth, Inc | Other fees | $0 |
| The Allocation Company | Other services | $0 |
| Morningstar | Investment advisory (plan) | $0 |