Elizabeth Kwederas signed QE Solar, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
QE Solar, LLC's EIN is 27-3596576.
Download the official 2023 Form 5500 (PDF) for QE Solar, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)QE Solar, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index 12,712 shares N/A | Common Collective Trusts | — | — | $929K | 21.1% | |
| MONEY MARKET FUNDS Federated Hermes U.S. Treasury Cash Reserves 739,868 shares N/A | Cash / Money Market | — | — | $740K | 16.8% | |
| Vanguard Mid Cap Index Admiral 1,531 shares N/A | Mutual Funds | — | — | $441K | 10.0% | |
| Vanguard Explorer Fund 2,902 shares N/A | Mutual Funds | — | — | $300K | 6.8% | |
| Fidelity Small Cap Index 11,609 shares N/A | Mutual Funds | — | — | $291K | 6.6% | |
| MFS Massachusetts Inv Gr Stk R6 6,901 shares N/A | Mutual Funds | — | — | $284K | 6.4% | |
| Delaware Ivy Mid Cap Growth R6 8,624 shares N/A | Other securities | — | — | $265K | 6.0% | |
| DFA International Small Cap Growth Portfolio 10,148 shares N/A | Mutual Funds | — | — | $152K | 3.5% | |
| Schwab Treasury Infl Protected Secs Idx 14,461 shares N/A | Common Collective Trusts | — | — | $148K | 3.4% | |
| Vanguard Equity Income Fund 1,749 shares N/A | Mutual Funds | — | — | $147K | 3.3% | |
| DFA International Core Equity I 8,418 shares N/A | Mutual Funds | — | — | $129K | 2.9% | |
| Vanguard Growth and Income Fund 1,242 shares N/A | Mutual Funds | — | — | $112K | 2.5% | |
| Nuveen Lifecycle Index 2060 R6 4,626 shares N/A | Mutual Funds | — | — | $81K | 1.8% | |
| OR SIMILAR PARTY COLLATERAL, PAR, OR COST** VALUE MUTUAL FUNDS American Century Emerging Markets R6 6,053 shares N/A | Other securities | — | — | $62K | 1.4% | |
| PGIM High Yield R6 37 shares N/A 175 American Funds Europacific Growth R6 954 shares N/A | Mutual Funds | — | — | $52K | 1.2% | |
| Goldman Sachs Small Cp Val Insghts Instl 884 shares N/A | Other securities | — | — | $50K | 1.1% | |
| Voya Intermediate Bond I 4,636 shares N/A | Other securities | — | — | $41K | 0.9% | |
| Empower US Government Secs Instl 4,756 shares N/A | Other securities | — | — | $39K | 0.9% | |
| Nuveen Lifecycle Index 2010 R6 13 shares N/A 213 Nuveen Lifecycle Index 2035 R6 1,521 shares N/A | Mutual Funds | — | — | $38K | 0.9% | |
| Nuveen Lifecycle Index 2055 R6 1,230 shares N/A | Mutual Funds | — | — | $28K | 0.6% | |
| Nuveen Lifecycle Index 2025 R6 1,290 shares N/A | Mutual Funds | — | — | $27K | 0.6% | |
| Vanguard Short-Term Federal Adm 2,353 shares N/A | Mutual Funds | — | — | $24K | 0.5% | |
| through Janurary, 2028 | Other securities | — | — | $14K | 0.3% | |
| Nuveen Lifecycle Index 2030 R6 8 shares N/A 180 Nuveen Lifecycle Index 2050 R6 262 shares N/A | Mutual Funds | — | — | $7K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
