AUMdb

Quality Integrated Services, Inc. 401(k) Plan

Sponsored by Quality Integrated Services, Inc. · EIN 201934351 · Plan #002

Total assets
$21.8M
Net assets
$21.8M
Active participants
337
With balances
375

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $74,075
Uhy Llp Accounting, Direct payment from the plan $23,569
Erisa Services Inc Contract administrator, Direct payment from the plan, Other services $9,875
Resources Investment Advisors Investment advisory (plan), Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0