Quality Insights Inc. Money Purchase Pension
Sponsored by Quality Insights, Inc. · EIN 550539692 · Plan #001
- Total assets
- $30.5M
- Net assets
- $30.5M
- Active participants
- 143
- With balances
- 187
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other fees, Float revenue, Direct payment from the plan | $39,484 |
| One Digital Investment Advisors | Other fees, Investment advisory (plan), Direct payment from the plan | $6,117 |
| Nextcapital Group, Inc. | Other fees, Direct payment from the plan | $1,973 |