AUMdb

Q4 Designs Llc 401(k) Profit Sharing Plan & Trust

Sponsored by Q4 Designs Llc · EIN 452432178 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
78
With balances
104

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
B. Riley Wealth Advisors, Inc. CRD 115927 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
B. Riley Wealth Advisors, Inc. Investment advisory (participants) $13,163
Paychex, Inc. Recordkeeping $11,115