AUMdb

Qnergy 401(k) Plan

Sponsored by Qnergy, Inc. · EIN 464116754 · Plan #001

Total assets
$8.1M
Net assets
$8.0M
Active participants
82
With balances
122

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Randall & Hurley, Inc Recordkeeping, Consulting (pension), Employee (plan) $19,209
Global Retirement Partners Investment advisory (participants), Investment advisory (plan) $8,977
Charles Schwab Bank Custodial (securities) $2,134