The Quarto Group, Inc. 401(k) Profit Sharing Plan
Sponsored by The Quarto Group, Inc. · EIN 060942398 · Plan #001
- Total assets
- $24.3M
- Net assets
- $24.3M
- Active participants
- 118
- With balances
- 263
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services | Investment advisory (plan), Direct payment from the plan | $43,413 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $23,750 |