AUMdb

Qvi Profit Sharing Retirement Plan

Sponsored by Quality Vision International Inc. · EIN 160800781 · Plan #001

Total assets
$19.5M
Net assets
$19.5M
Active participants
272
With balances
336

Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account

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
Usi Consulting Group Contract administrator, Recordkeeping, Direct payment from the plan $48,208
Ubs Financial Advisors Investment advisory (plan) $40,900
Newport Group Inc. Custodial (securities), Trustee (institutional), Trustee (directed) $5,210