# QRIA

QRIA is a Bank / Wealth / Trust based in Colorado Springs, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Colorado Springs, United States
- **Region:** North America
- **Address:** Tucson, AZ, United States
- **Assets under management:** Undisclosed
- **Website:** qria.com
- **LinkedIn:** https://linkedin.com/company/qria-co

## Regulatory record

- **CRD number:** 324506
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324506

## About

QRIA is a state-registered investment adviser in Colorado Springs, CO. The firm manages $18 million in regulatory assets. It has one employee and one investment adviser.

## Questions

### What is QRIA's core service offering?

QRIA provides fiduciary investment advisory and consulting services to corporate sponsors of qualified retirement plans, including 401(k), 403(b), and defined-benefit structures. The firm designs plan investment lineups, develops investment policy statements, conducts vendor searches, and monitors ongoing plan performance under ERISA guidelines.

### Does QRIA accept fiduciary responsibility for the plans it advises?

Yes. QRIA operates under an ERISA Section 3(38) investment-manager framework for certain engagements, meaning it accepts discretionary fiduciary responsibility for investment selection and monitoring. Plan sponsors who delegate this function to QRIA offload a significant portion of their fiduciary liability to the firm rather than retaining it at the committee level.

### Does QRIA offer proprietary investment products or proprietary funds?

No. QRIA maintains an open-architecture platform and does not manufacture or distribute proprietary funds, collective investment trusts, or affiliated products. Investment menus are built from unaffiliated external managers chosen through a documented selection and monitoring process aligned with each plan's investment policy statement.

### What types of retirement plans does QRIA service?

QRIA services multiple qualified-plan types, primarily 401(k) profit-sharing plans, 403(b) arrangements for tax-exempt organizations, and cash-balance or traditional defined-benefit pension plans. Plan design and service scope are customized based on sponsor size, participant demographics, and governance requirements.

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Last updated: 2026-06-03T20:00:00.000Z

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