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Sponsor portfolio

QUALITY EDGAR SOLUTIONS, LLC

EIN 20-8245528-financial services-Latest filing 2024
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
86
225 WEST 34TH STREET SUITE 403 - NEW YORK, NY 10122212-631-7520qualityedgar.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$3.4M - 53 part#002CashBalance-$1.8M - 33 part

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 86 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PLAN AND TRUST (#001)66%
  • PLAN AND TRUST (#002)34%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)53
  • PLAN AND TRUST (#002)33
Total 86Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

QUALITY EDGAR SOLUTIONS, LLC 401(K) PLAN AND TRUST

401k

Assets$3.4M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

QUALITY EDGAR SOLUTIONS, LLC DEFINED BENEFIT PENSION PLAN AND TRUST

CashBalance

Assets$1.8M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001QUALITY EDGAR SOLUTIONS, LLC 401(K) PLAN AND TRUST401k$3.4M532024
002QUALITY EDGAR SOLUTIONS, LLC DEFINED BENEFIT PENSION PLAN AND TRUSTCashBalance$1.8M332024
Retirement plans
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