Qualawash Holdings, LLC's EIN is 27-0683851.
Download the official 2024 Form 5500 (PDF) for Qualawash Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Qualawash Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $171K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL R6 | Other securities | — | — | $14.3M | 16.2% | |
| INDEXSELECT MODERATE RETIRE FUND CL R6 | Other securities | — | — | $9.6M | 10.9% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND CL R6 | Other securities | — | — | $8.6M | 9.7% | |
| INDEXSELECT MODERATE 2045 FUND CL R6 | Other securities | — | — | $8.1M | 9.2% | |
| INDEXSELECT MODERATE 2055 FUND CL R6 | Other securities | — | — | $6.5M | 7.4% | |
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $6.3M | 7.1% | |
| SAGIC DIVERSIFIED BOND I | Other securities | — | — | $4.6M | 5.2% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL R6 | Other securities | — | — | $4.3M | 4.9% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL R6 | Other securities | — | — | $3.6M | 4.1% | |
| JPMORGAN LARGE CAP GROWTH R6 | Other securities | — | — | $3.5M | 4.0% | |
| Notes receivable from participants (4.25%-10.50%) | Bonds / Notes | — | — | $2.6M | 3.0% | |
| FIDELITY INTERNATIONAL INDEX | Mutual Funds | — | — | $1.7M | 1.9% | |
| MFS VALUE R6 | Mutual Funds | — | — | $1.5M | 1.7% | |
| FIDELITY US BOND INDEX | Mutual Funds | — | — | $1.3M | 1.5% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL R6 | Other securities | — | — | $1.2M | 1.4% | |
| FIDELITY ADVISOR TOTAL BOND Z | Mutual Funds | — | — | $1.1M | 1.2% | |
| GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL | Other securities | — | — | $1.0M | 1.2% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $1.0M | 1.2% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $951K | 1.1% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $867K | 1.0% | |
| JANUS HENDERSON ENTERPRISE N | Mutual Funds | — | — | $852K | 1.0% | |
| BLACKROCK MID-CAP VALUE INSTITUTIONAL | Other securities | — | — | $822K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $725K | 0.8% | |
| THORNBURG STRATEGIC INCOME R6 | Other securities | — | — | $658K | 0.7% | |
| INVESCO SMALL CAP VALUE R6 | Mutual Funds | — | — | $643K | 0.7% | |
| INDEXSELECT CONSERVATIVE RET FUND CL R6 | Other securities | — | — | $582K | 0.7% | |
| PGIM JENNISON SMALL COMPANY R6 | Common Stocks | — | — | $418K | 0.5% | |
| COHEN & STEERS INSTL REALTY SHARES | Other securities | — | — | $291K | 0.3% | |
| INDEXSELECT CONSERVATIVE 2045 FUND CL R6 | Other securities | — | — | $71K | <0.1% | |
| FEDERATED HERMES INTL STR VAL DIV R6 | Other securities | — | — | $60K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND CL R6 | Other securities | — | — | $43K | <0.1% | |
| AMERICAN FUNDS AMERICAN HI INC TR R6 | Mutual Funds | — | — | $16K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERRILL LYNCH PIERCE FENNER & SMITH |
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $56K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KB PENSION SERVICES INC | 65-0721164 | — | CONTRACT ADMIN | $120K | — |
