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Original filing (PDF)20250818135315NAL0001313569001
QUANTECH SERVICES, INC.
Form 5500
FILING_RECEIVED
QUANTECH SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
245
Accounts w/ balance
528
Plan assets (EOY)
$55.4M
Net assets (EOY)
$55.4M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUANTECH SERVICES, INC..
Plan sponsor
Name
QUANTECH SERVICES, INC.
EIN
04-3455205
Address
1 HARTWELL PLACE · 2ND FLOOR · LEXINGTON, MA · 02421
Phone
(781) 271-9757
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
Investments
42 direct securities· $55.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Mutual Fund | — | — | — | $6.0M | 10.8% | |
| Fidelity Freedom 2030 Mutual Fund | — | — | — | $5.8M | 10.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $5.5M | 9.9% | |
| Fidelity Freedom 2040 Mutual Fund | — | — | — | $3.3M | 6.0% | |
| Fidelity Freedom 2045 Mutual Fund | — | — | — | $2.9M | 5.2% | |
| Fidelity Fund Mutual Fund | — | — | — | $2.8M | 5.0% | |
| Fidelity Freedom 2035 Mutual Fund | — | — | — | $2.8M | 5.0% | |
| T. Rowe Price Equity Income Fund Advisor Class Mutual Fund | — | — | — | $2.3M | 4.2% | |
| T. Rowe Price Dividend Growth Advisor Class Mutual Fund | — | — | — | $2.3M | 4.2% | |
| Fidelity Management Trust Company Fidelity Government Money Market | — | — | — | $1.8M | 3.2% | |
| Fidelity Freedom 2050 Mutual Fund | — | — | — | $1.8M | 3.2% | |
| Fidelity Freedom 2025 Mutual Fund | — | — | — | $1.7M | 3.0% | |
| PIMCO Total Return Fund Institutional Class Mutual Fund | — | — | — | $1.6M | 2.9% | |
| Fidelity Freedom 2055 Mutual Fund | — | — | — | $1.5M | 2.6% | |
| Victory Sycamore Established Value Fund Class Y Mutual Fund | — | — | — | $1.0M | 1.8% | |
| Fidelity Freedom 2060 Mutual Fund | — | — | — | $1.0M | 1.8% | |
| Fidelity Intl Index Mutual Fund | — | — | — | $954K | 1.7% | |
| Dodge & Cox International Stock Mutual Fund | — | — | — | $914K | 1.6% | |
| Fidelity Freedom 2020 Mutual Fund | — | — | — | $880K | 1.6% | |
| Cohen & Steers Realty Mutual Fund | — | — | — | $860K | 1.6% | |
| Fidelity Management Trust Company BrokerageLink Common Stock | — | — | — | $813K | 1.5% | |
| Oakmark Equity & Income Class I Mutual Fund | — | — | — | $776K | 1.4% | |
| Janus Henderson Enterprise I Mutual Fund | — | — | — | $669K | 1.2% | |
| Fidelity Government Income Mutual Fund | — | — | — | $630K | 1.1% | |
| Fidelity Extended Market Index Fund Premium Class Mutual Fund | — | — | — | $572K | 1.0% | |
| Fidelity Emerging Markets Index Fund Premium Class Mutual Fund | — | — | — | $561K | 1.0% | |
| VRS Small Cap Growth Y Mutual Fund | — | — | — | $495K | 0.9% | |
| American Century Inflation Adjust Bond Investor Class Mutual Fund | — | — | — | $422K | 0.8% | |
| Participant Loans Interest Rates 3.25% to 8.5% | — | — | — | $409K | 0.7% | |
| Columbia Acorn International Fund Class Z Mutual Fund | — | — | — | $408K | 0.7% | |
| Fidelity Strategic Income Mutual Fund | — | — | — | $357K | 0.6% | |
| Fidelity Management Trust Company General Investments Other | — | — | — | $346K | 0.6% | |
| Baron Small Cap Institutional Mutual Fund | — | — | — | $326K | 0.6% | |
| Fidelity Freedom 2015 Mutual Fund | — | — | — | $257K | 0.5% | |
| Fidelity High Income Mutual Fund | — | — | — | $237K | 0.4% | |
| Fidelity Freedom 2065 Mutual Fund | — | — | — | $167K | 0.3% | |
| Fidelity Management Trust Company BrokerageLink Cash | — | — | — | $166K | 0.3% | |
| Fidelity Management Trust Company BrokerageLink Units | — | — | — | $97K | 0.2% | |
| American Beacon Small Cap Value II Y Mutual Fund | — | — | — | $88K | 0.2% | |
| Fidelity Freedom Income Mutual Fund | — | — | — | $42K | <0.1% | |
| Fidelity Freedom 2010 Mutual Fund | — | — | — | $19K | <0.1% | |
| Fidelity Management Trust Company Interest Bearing Cash | — | — | — | $8K | <0.1% |
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