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Original filing (PDF)20251010060237NAL0007268065001
R&Q SOLUTIONS
Form 5500
FILING_RECEIVED
R&Q SOLUTIONS 401K PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
100
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R&Q SOLUTIONS.
Plan sponsor
Name
R&Q SOLUTIONS
EIN
13-3978252
Address
TWO LOGAN SQUARE · SUITE 600 · PHILADELPHIA, PA · 19103
Phone
(404) 731-3114
Industry
Finance & Insurancesee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $22K | — |
Investments
32 direct securities· $7.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $1.3M | 16.6% | |
| ALGER CAPITAL APPR INSTL Y | Registered Investment Companies | — | — | $548K | 7.1% | |
| MFS CONS ALLOC - R4 | Registered Investment Companies | — | — | $489K | 6.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $400K | 5.2% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $389K | 5.0% | |
| MFS MOD ALLOC - R4 | Registered Investment Companies | — | — | $385K | 5.0% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $318K | 4.1% | |
| AMERFUNDS INC FUND OF AMER R5 | Registered Investment Companies | — | — | $304K | 3.9% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $279K | 3.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $257K | 3.3% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $250K | 3.2% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $239K | 3.1% | |
| ROYCE SMALL-CAP FUND - I | Registered Investment Companies | — | — | $231K | 3.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $230K | 3.0% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $220K | 2.8% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $219K | 2.8% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $202K | 2.6% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $197K | 2.6% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $184K | 2.4% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $176K | 2.3% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $136K | 1.8% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $134K | 1.7% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $123K | 1.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $95K | 1.2% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $95K | 1.2% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $84K | 1.1% | |
| MFS GRTH ALLOC R4 | Registered Investment Companies | — | — | $64K | 0.8% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $55K | 0.7% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $37K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $32K | 0.4% | |
| HOTCHKIS AND WILEY VAL OPP I | Registered Investment Companies | — | — | $26K | 0.3% | |
| LORD ABBETT ALPHA STRAT R6 | Registered Investment Companies | — | — | $10K | 0.1% |
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