AUMdb

Iqeq Us Management Co. Llc Retirement Plan

Sponsored by Iqeq Us Management Company, Llc · EIN 872324421 · Plan #001

Total assets
$47.5M
Net assets
$47.5M
Active participants
582
With balances
772

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $74,562
Kestra Investment Services Llc Investment advisory (plan) $59,150
Strategic Advisors, Inc. Investment advisory (plan) $10,904