AUMdb

Fine Art Lamps 401(k) Plan

Sponsored by Gq Investments, Llc · EIN 371874192 · Plan #001

Total assets
$5.3M
Net assets
$5.3M
Active participants
100
With balances
92

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
United Capital Financial Advisors, Llc CRD 134600 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
United Capital Financial Advisors Investment advisory (participants) $14,725
Triad Hybrid Solutions, Llc Investment advisory (participants) $3,036
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $436