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Original filing (PDF)20250908145832NAL0019417889001
QUALITY INTEGRATED SERVICES, INC.
Form 5500
FILING_RECEIVED
QUALITY INTEGRATED SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
99% in single holdingNo recordkeeper disclosed
Active participants
337
Accounts w/ balance
375
Plan assets (EOY)
$21.8M
Net assets (EOY)
$21.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)]" is 99% of plan.
- 49 bps in Schedule C fees — 70% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUALITY INTEGRATED SERVICES, INC..
Plan sponsor
Name
QUALITY INTEGRATED SERVICES, INC.
EIN
20-1934351
Address
PO BOX 1950 · 2309 N. LEILA ST. · GUYMON, OK · 73942
Phone
(580) 468-6601
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $74K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | 20-0694403 | — | ACCOUNTANT | $24K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES INC | 62-1200951 | — | CONTACT ADMINISTRATOR | $10K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
13 direct securities · 2 pooled funds· $36.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$18.3M
13 holdings
Common Collective Trust
$18.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $18.1M | 83.3% | |
| NUVEEN TIAA LC IDX RET INC J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $18.1M | 83.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $119K | 0.5% | |
| MORLEY INCOME FUND III | — | — | — | $32K | 0.1% | |
| MORLEY INCOME FUND I | — | — | — | $18K | <0.1% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $17K | <0.1% | |
| MORLEY INCOME FUND IV | — | — | — | $10K | <0.1% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $10K | <0.1% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $9K | <0.1% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $9K | <0.1% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $4K | <0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $4K | <0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $4K | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $2K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |