On Q Financial, LLC401(k)
ON Q FINANCIAL 401K PLAN · SCOTTSDALE, AZ · plan year 2023
On Q Financial, LLC reported $95,921 in plan administrative expenses for 2023: 0.73% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.78% to 1.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other finance & insurance employers. By assets it is the 481st-largest of 1,285 plans among Arizona employers on file, and 3,652nd of 4,798 in finance & insurance. active participation has shrunk from 300 to 195 since 2022.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 510517525 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.