Samuel Mitchell signed QSAC, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
QSAC, Inc.'s EIN is 11-2482974.
Download the official 2023 Form 5500 (PDF) for QSAC, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)QSAC, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS & FINANCIAL GROUP | 20-5916766 | — | SERVICE PROVIDER | $33K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Investment Management | Mutual Funds | — | — | $4.3M | 14.3% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $2.9M | 9.8% | |
| T. Rowe Price | Other securities | — | — | $2.9M | 9.7% | |
| T. Rowe Price | Other securities | — | — | $2.8M | 9.4% | |
| T. Rowe Price | Other securities | — | — | $2.4M | 8.0% | |
| American Funds | Mutual Funds | — | — | $1.6M | 5.3% | |
| Janus Henderson Investors | Mutual Funds | — | — | $1.2M | 4.1% | |
| MFS Investment Management | Mutual Funds | — | — | $1.2M | 4.1% | |
| American Funds | Mutual Funds | — | — | $1.1M | 3.6% | |
| Notes receivable from participants | Other securities | — | — | $1.0M | 3.5% | |
| American Funds | Mutual Funds | — | — | $916K | 3.1% | |
| Prudential Retirement Insurance and Annuity Company | Common Stocks | — | — | $870K | 2.9% | |
| PGIM Investments | Other securities | — | — | $756K | 2.5% | |
| DFA Funds | Mutual Funds | — | — | $724K | 2.4% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $635K | 2.1% | |
| Putnam Investments | Mutual Funds | — | — | $571K | 1.9% | |
| T. Rowe Price | Other securities | — | — | $520K | 1.7% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $480K | 1.6% | |
| T. Rowe Price | Other securities | — | — | $433K | 1.4% | |
| Fidelity Investments | Mutual Funds | — | — | $327K | 1.1% | |
| Loomis Sayles & Company LP | Common Stocks | — | — | $236K | 0.8% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $220K | 0.7% | |
| T. Rowe Price | Other securities | — | — | $202K | 0.7% | |
| MFS Investment Management | Mutual Funds | — | — | $144K | 0.5% | |
| GQG Partners | Other securities | — | — | $122K | 0.4% | |
| MFS Investment Management | Mutual Funds | — | — | $66K | 0.2% | |
| BlackRock Advisors | Other securities | — | — | $25K | <0.1% | |
| Charles Schwab Trust Bank | Mutual Funds | — | — | $215 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
