AUMdb

Qbe Pension Equity Plan

Sponsored by Qbe Holdings, Inc. · EIN 521147383 · Plan #001

Total assets
$138M
Net assets
$138M
Active participants
131
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Pgim, Inc. CRD 105676 deterministic · 100% 2024
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Co Contract administrator $377,749
Pgim Inc Investment management $117,266
Sageview Advisory Group Llc Investment advisory (plan) $51,635
Cliftonlarsonallen Llp Accounting $29,004