Qvi 401 K Plan
Sponsored by Quality Vision International Inc. · EIN 160800781 · Plan #002
- Total assets
- $51.9M
- Net assets
- $51.9M
- Active participants
- 295
- With balances
- 362
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 Inc. | Consulting (general), Investment advisory (plan) | $32,769 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$67,169 |