AUMdb

Environmental Quality Resources, Llc Profit Sharing Plan

Sponsored by Environmental Quality Resources, Llc · EIN 522145482 · Plan #002

Total assets
$8.1M
Net assets
$8.1M
Active participants
193
With balances
276

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
Global Retirement Partners Llc CRD 172011 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners, Ll Investment advisory (plan) $13,548
Cornerstone Retirement Plan Admn Contract administrator $12,570
Global Retirement Partners, Ll Investment advisory (participants) $3,337
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $250