Qbe 401(k) Savings Plan
Sponsored by Qbe Holdings, Inc. · EIN 521147383 · Plan #002
- Total assets
- $792M
- Net assets
- $792M
- Active participants
- 2,519
- With balances
- 4,410
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Contract administrator, Direct payment from the plan, Recordkeeping | $195,495 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $30,000 |
| Cliftonlarsonallen Llp | Accounting | $24,860 |
| Empower Financial Services, Inc. | Securities brokerage, Shareholder servicing fees, Distribution (12b-1) fees | $585 |
| Prudential Investment Management Se | Distribution (12b-1) fees, Securities brokerage commissions | $421 |