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Original filing (PDF)20250910133226NAL0035133056001
QUALIFIED EMERGENCY SPECIALISTS, INC.
Form 5500
FILING_RECEIVED
QUALIFIED EMERGENCY SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
76
Accounts w/ balance
129
Plan assets (EOY)
$66.0M
Net assets (EOY)
$66.0M
How this plan invests
This plan
32 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Morgan Stanley SDBA" is 27% of plan.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUALIFIED EMERGENCY SPECIALISTS, INC..
Plan sponsor
Name
QUALIFIED EMERGENCY SPECIALISTS, INC.
EIN
31-1116049
Address
PO BOX 94310 · OKLAHOMA CITY, TX · 73143
Phone
(847) 951-5345
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY INC. | 82-1371994 | — | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK SCHAEFER HACKET | 11-1000111 | — | SERVICE PROVIDER | $11K | — |
Investments
1 direct security · 32 pooled funds· $63.7M(96% 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.
Pooled Separate Account
$63.6M
32 holdings
Uncategorized
$56K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORGAN STANLEY SDBA VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $17.3M | 26.2% | |
| AMERICAN FUNDS AM BALANCED R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $7.8M | 11.8% | |
| VANGUARD 500 INDEX FUND-ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $5.9M | 8.9% | |
| JPMORGAN LGCP GRW FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $3.5M | 5.3% | |
| VANGRD TRGT RETIRE 2030 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $3.2M | 4.8% | |
| VANGRD TRGT RETIRE 2055 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $3.0M | 4.5% | |
| VANGRD TRGT RETIRE 2045 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $2.8M | 4.2% | |
| AMERICAN FUNDS EUROPACIFIC R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $2.7M | 4.1% | |
| VANGRD SMLCP INDX FD ADMIRAL VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $2.2M | 3.3% | |
| JPMORGAN EQUITY INCOME FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $2.1M | 3.2% | |
| VANGRD TRGT RETIRE 2050 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $1.8M | 2.8% | |
| VOYA FIXED ACCOUNT (4062) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $1.8M | 2.8% | |
| VANGRD TRGT RETIRE 2040 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $1.5M | 2.2% | |
| DODGE & COX INCOME FUND X VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $1.2M | 1.8% | |
| VY TRWPR DIVR MDCP GR PT R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $1.2M | 1.8% | |
| VANGRD U.S. GROWTH FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $994K | 1.5% | |
| VANGRD TRGT RETIRE 2035 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $812K | 1.2% | |
| VANGRD TOT BD MKT IND FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $644K | 1.0% | |
| VANGRD BALANCED INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $575K | 0.9% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $542K | 0.8% | |
| VANGRD TOT INT STK IN F ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $476K | 0.7% | |
| VANGRD TRGT RETIRE 2025 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $466K | 0.7% | |
| VANGUARD EQUITY INCOME FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $297K | 0.5% | |
| VANGUARD REAL ESTATE INDX ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $250K | 0.4% | |
| VANGRD TRGT RETIRE 2060 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $240K | 0.4% | |
| INV DEV MRKTS FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $235K | 0.4% | |
| VANGRD TRGT RETIRE 2065 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $95K | 0.1% | |
| WSTASST HIGH YIELD FUND IS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $92K | 0.1% | |
| PIMCO REAL RETURN FUND INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $84K | 0.1% | |
| Notes receivable from participants, various maturities through 2028 and interest rates from 8.00% - 8.50% | — | — | — | $56K | <0.1% | |
| INV INTL BOND FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $31K | <0.1% | |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $36 | <0.1% | |
| VANGRD TRGT RETIRE INC FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $0 | <0.1% |
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