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Original filing (PDF)20251015175442NAL0002723331001
QUIET PROFESSIONALS LLC
Form 5500
FILING_RECEIVED
QUIET PROFESSIONALS LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
40% in single holding~79 bps in Sched C fees
Active participants
136
Accounts w/ balance
136
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
6 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Stadion Stadion Domestic Equity ETF Fund" is 40% of plan.
- 79 bps in Schedule C fees — 51% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUIET PROFESSIONALS LLC.
Plan sponsor
Name
QUIET PROFESSIONALS LLC
EIN
26-3622243
Address
2701 N ROCKY POINT DRIVE, STE. 175 · TAMPA, FL · 33607
Phone
(813) 902-3557
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | 74-2715820 | WACO, TX | RECORDKEEPER | $42K | — |
Investments
24 direct securities · 6 pooled funds· $8.9M(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
$5.3M
24 holdings
Common Collective Trust
$3.6M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Stadion Domestic Equity ETF Fund | — | — | — | $2.1M | 40.1% | |
| STADION DOMESTIC EQUITY ETF FD CL 8 BENEFIT TRUST COMPANY · EIN 81-6274538 / PN 059 | Common Collective Trust | — | — | $1.6M | 30.5% | |
| Stadion International Equity ETF Fund | — | — | — | $1.0M | 19.5% | |
| STADION INTERNATIONAL EQUITY ETF FD BENEFIT TRUST COMPANY · EIN 81-6274538 / PN 060 | Common Collective Trust | — | — | $942K | 17.8% | |
| Stadion Core Income ETF Fund | — | — | — | $438K | 8.3% | |
| STADION CORE INCOME ETF FUND CLASS BENEFIT TRUST COMPANY · EIN 81-6274538 / PN 063 | Common Collective Trust | — | — | $429K | 8.1% | |
| Stadion Dynamic Trend ETF Fund | — | — | — | $351K | 6.6% | |
| Stadion Cyclical Trend ETF Fund | — | — | — | $345K | 6.5% | |
| STADION CYCLICAL TREND ETF FUND CLA BENEFIT TRUST COMPANY · EIN 81-6274538 / PN 062 | Common Collective Trust | — | — | $304K | 5.7% | |
| STADION DYNAMIC TREND ETF FUND CLAS BENEFIT TRUST COMPANY · EIN 81-6274538 / PN 061 | Common Collective Trust | — | — | $303K | 5.7% | |
| iShares Core S&P 500 Fund | — | — | — | $234K | 4.4% | |
| iShares Core Aggressive Allocation Fund | — | — | — | $157K | 3.0% | |
| iShares Core Moderate Allocation Fund | — | — | — | $90K | 1.7% | |
| Vanguard Total World Stock Index Fund | — | — | — | $80K | 1.5% | |
| iShares S&P Small-Cap 600 Growth Fund | — | — | — | $77K | 1.4% | |
| Participant loans * Participants 8.00% to 9.50%; maturing through 2029 | — | — | — | $73K | 1.4% | |
| VanEck Morningstar Wide Moat Fund | — | — | — | $69K | 1.3% | |
| Vanguard S&P Small-Cap 600 Fund | — | — | — | $64K | 1.2% | |
| iShares Core S&P Mid-Cap Fund | — | — | — | $38K | 0.7% | |
| iShares Russell 1000 Growth Fund | — | — | — | $37K | 0.7% | |
| iShares Core Conservative Allocation Fund | — | — | — | $19K | 0.4% | |
| Vanguard FTSE All-World Ex-US Fund | — | — | — | $18K | 0.3% | |
| iShares Russell 1000 Fund | — | — | — | $9K | 0.2% | |
| iShares Russell 2000 Fund | — | — | — | $9K | 0.2% | |
| iShares Russell 2000 Value Fund | — | — | — | $9K | 0.2% | |
| iShares Core MSCI EAFE Fund | — | — | — | $7K | 0.1% | |
| iShares Core Total USD Bond Market Fund | — | — | — | $7K | 0.1% | |
| WisdomTree Emerging Markets Small-Cap Dividend Fund | — | — | — | $7K | 0.1% | |
| FEDERATED CAPITAL PRESERVATION R6 FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| iShares U.S. Real Estate Fund | — | — | — | $2K | <0.1% |
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