Q Corporate Holdings Retirement And Savings Plan
Sponsored by Q Corporate Holdings Llc · EIN 880778562 · Plan #016
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 25
- With balances
- 303
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services, | Investment advisory (plan) | $74,751 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $21,380 |
| Bober Markey Fedorovich | Accounting | $18,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,705 |