Qad Inc. 401(k) Retirement Plan
Sponsored by Qad Inc. · EIN 770105228 · Plan #001
- Total assets
- $189M
- Net assets
- $189M
- Active participants
- 534
- With balances
- 852
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 |
|---|---|---|
| John Hancock Retirement Svcs | Recordkeeping, Recordkeeping fees, Participant loan processing | $171,100 |
| Morgan Stanley | Investment advisory (plan) | $73,232 |
| Bartlett, Pringle & Wolf, Llp | Accounting | $8,929 |