Questec 401(k) Defined Contribution Retirement Plan
Sponsored by Questec Constructors, Inc. · EIN 431766160 · Plan #001
- Total assets
- $28.7M
- Net assets
- $28.7M
- Active participants
- 314
- With balances
- 387
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 |
|---|---|---|
| Shepard Wealth Management, Llc CRD 284446 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Account maintenance fees, Participant loan processing, Recordkeeping fees | $29,957 |
| Shepard Wealth Management Llc | Investment advisory (plan) | $18,676 |