How big is QBCO Advisory, LLC's plan?

QBCO Advisory, LLC's plan reported $2.6M in assets and 26 participants for 2024.

Original filing (PDF)20250915145405NAL0003223554001

QBCO Advisory, LLC

Name: QBCO Advisory, LLC — QBCO Advisory, LLC 401(k) Plan, Form 5500 (2024)
Creator: QBCO Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

QBCO Advisory, LLC 401(k) Plan

401(k) retirement plan · QBCO Advisory, LLC's QBCO Advisory, LLC 401(k) Plan held $2.6M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

QBCO Advisory, LLC's EIN is 99-0842463.

EIN 99-0842463

Plan number 001

Plan year 2024

ACK ID 20250915145405NAL0003223554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for QBCO Advisory, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

QBCO Advisory, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for QBCO ADVISORY, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

QBCO ADVISORY, LLC

EIN

all filings

Address

15420 W. CAPITOL DRIVE · BROOKFIELD, WI · 53005

Phone

(414) 369-6301

Industry

CPA Offices· Professional & Technical Services

Plan administrator