Original filing (PDF)20250728110327NAL0004400706001

DAVID QUELLER & CO.

Name: DAVID QUELLER & CO. — DAVID QUELLER & CO. EMPLOYEE SAVINGS PLAN, Form 5500 (2024)
Creator: DAVID QUELLER & CO.

Form 5500-SF

FILING_RECEIVED

DAVID QUELLER & CO. EMPLOYEE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID QUELLER & CO..

Plan sponsor

Name

DAVID QUELLER & CO.

EIN

13-2906293

Address

165 SUMNER AVENUE · KENILWORTH, NJ · 07033

Phone

(908) 241-5800

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

BONNEY PLUMBING LLC

BONNEY PLUMBING LLC 401(K) PROFIT SHARING PLAN

$6.0M · 269 participants

STREAMKEY, INC.

STREAMKEY, INC. 401(K) PLAN

$6.0M · 18 participants

TETERS FAUCET PARTS CORPORATION

TETER'S FAUCET PARTS CORPORATION 401(K) PLAN

$6.0M · 17 participants

STANDARD WHOLESALE HARDWARE, INC.

STANDARD WHOLESALE HARDWARE, INC. PROFIT SHARING PLAN

$6.0M · 13 participants

ARCHITECTURAL PRODUCTS OF VA

ARCHITECTURAL PRODUCTS OF VIRGINIA 401K PLAN