Back to filter
Original filing (PDF)20250904165116NAL0009859491001
Q SERVICES, LLC
Form 5500
FILING_RECEIVED
Q SERVICES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3,234
Accounts w/ balance
3,118
Plan assets (EOY)
$112.4M
Net assets (EOY)
$112.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for Q SERVICES, LLC.
Plan sponsor
Name
Q SERVICES, LLC
EIN
27-3775020
Address
8837 BOND STREET · OVERLAND PARK, KS · 66214
Phone
(913) 794-3131
Industry
Information / Tech / Mediasee 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
2025-09-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2S · Automatic enrollment
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
METZ CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Investments
23 direct securities · 3 pooled funds· $113.0M(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
$101.5M
23 holdings
Common Collective Trust
$11.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Fund Mutual Fund | — | — | — | $11.0M | 9.8% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $10.9M | 9.7% | |
| American Funds 2030 Target Date Fund Mutual Fund | — | — | — | $10.7M | 9.6% | |
| American Funds 2045 Target Date Fund Mutual Fund | — | — | — | $10.5M | 9.4% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $9.1M | 8.1% | |
| American Funds 2050 Target Date Fund Mutual Fund | — | — | — | $9.0M | 8.0% | |
| American Funds 2055 Target Date Fund Mutual Fund | — | — | — | $8.2M | 7.3% | |
| American Funds 2035 Target Date Fund Mutual Fund | — | — | — | $7.3M | 6.5% | |
| American Funds Investment Company of America Fund Mutual Fund | — | — | — | $7.1M | 6.3% | |
| American Funds 2060 Target Date Fund Mutual Fund | — | — | — | $6.1M | 5.4% | |
| MFS International Diversification Fund Mutual Fund | — | — | — | $5.8M | 5.1% | |
| American Funds 2025 Target Date Fund Mutual Fund | — | — | — | $5.3M | 4.7% | |
| American Funds 2020 Target Date Fund Mutual Fund | — | — | — | $2.8M | 2.5% | |
| Vanguard Federal Money Market Fund Investor Shares Money Market Fund | — | — | — | $2.4M | 2.1% | |
| American Funds 2065 Target Date Fund Mutual Fund | — | — | — | $2.3M | 2.1% | |
| Participant loans Interest rates from 4.25% to 9.50% $0 | — | — | — | $2.0M | 1.8% | |
| American Funds 2015 Target Date Fund Mutual Fund | — | — | — | $611K | 0.5% | |
| Putnam Large Cap Value Trust Common Collective Trust | — | — | — | $609K | 0.5% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $609K | 0.5% | |
| American Funds 2010 Target Date Fund Mutual Fund | — | — | — | $306K | 0.3% | |
| Fidelity Advisor Small Cap Growth Fund Mutual Fund | — | — | — | $297K | 0.3% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $31K | <0.1% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $31K | <0.1% | |
| John Hancock Core Plus Fixed Income Trust Common Collective Trust | — | — | — | $23K | <0.1% | |
| JH CR PL FXD INC I2 JOHN HANCOCK TRUST COMPANY LLC · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $23K | <0.1% | |
| Fidelity Advisor Small Cap Value Fund Mutual Fund | — | — | — | $16K | <0.1% |