AUMdb

Questor 401(k) Plan

Sponsored by Questor Corp · EIN 911169487 · Plan #002

Total assets
$23.0M
Net assets
$23.0M
Active participants
49
With balances
373

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $39,423
Morgan Stanley Smith Barney Llc Investment advisory (participants) $33,002