Original filing (PDF)20231013193216NAL0045697488001

QUALAWASH HOLDINGS, LLC

Name: QUALAWASH HOLDINGS, LLC — QUALAWASH HOLDINGS, LLC 401(K) RETIREMENT PLAN 2, Form 5500 (2022)
Creator: QUALAWASH HOLDINGS, LLC

Form 5500

FILING_RECEIVED

QUALAWASH HOLDINGS, LLC 401(K) RETIREMENT PLAN 2

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 QUALAWASH HOLDINGS, LLC.

Plan sponsor

Name

QUALAWASH HOLDINGS, LLC

EIN

27-0683851

Address

500 N WESTSHORE BLVD, STE 435 · TAMPA, FL · 33609

Phone

(813) 321-6483

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-13

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)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GREAT-WEST LIFE & ANNUITY INSURANCE	84-0467907	—	RECORDKEEPER	$2K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER SMITH	13-5674085	—	BROKER	$5K	—

TPA / Administrator

Name	EIN	Location	Relation

Investments

1 pooled fund· $4.1M

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT SCAI QUALAWASH HOLDINGS LLC. · EIN 04-1590850 / PN 000	Pooled Separate Account	$4.1M	100.0%

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