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Original filing (PDF)20251014141457NAL0006364802001
IQOR, INC.
Form 5500
FILING_RECEIVED
IQOR RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,725
Accounts w/ balance
1,098
Plan assets (EOY)
$48.5M
Net assets (EOY)
$48.5M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IQOR, INC..
Plan sponsor
Name
IQOR, INC.
EIN
31-1591790
Address
ONE PROGRESS PLAZA · 200 CENTRAL AVENUE SOUTH · ST. PETERSBURG, FL · 33701
Phone
(646) 274-3030
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVS | 01-0233346 | — | RETAINED BY THE CLIENT | $64K | — |
| NEW YORK LIFE INSURANCE COMPANY | — | MONROE, NJ | RETAINED BY EMPLOYER | $0 | — |
Investments
30 direct securities· $48.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Large-Cap Index Mutual Fund | — | — | — | $7.1M | 14.5% | |
| American Funds The Growth Fund of America R3 Mutual Fund | — | — | — | $6.9M | 14.2% | |
| New York Life Guaranteed * Investment Contract Interest Account | — | — | — | $5.6M | 11.5% | |
| American Century Investments One Choice 2030 Portfolio I Class Mutual Fund | — | — | — | $3.5M | 7.2% | |
| American Century Investments One Choice 2040 Portfolio I Class Mutual Fund | — | — | — | $3.2M | 6.6% | |
| Fidelity Advisor Mid Cap II Mutual Fund | — | — | — | $3.0M | 6.1% | |
| American Century Investments One Choice In Retirement Portfolio I Class Mutual Fund | — | — | — | $2.4M | 5.0% | |
| Invesco Main Street Mutual Fund | — | — | — | $2.2M | 4.5% | |
| American Funds Washington Mutual Investors R3 Mutual Fund | — | — | — | $1.7M | 3.6% | |
| American Funds Balanced Fund R6 Mutual Fund | — | — | — | $1.5M | 3.1% | |
| American Century Investments One Choice 2050 Portfolio I Class Mutual Fund | — | — | — | $1.4M | 3.0% | |
| American Century Mid Cap Value Fund R Mutual Fund | — | — | — | $1.4M | 2.9% | |
| Fidelity Advisor Investment Grade Bond Fund Class I Mutual Fund | — | — | — | $1.4M | 2.9% | |
| Invesco International Equity R Mutual Fund | — | — | — | $1.0M | 2.1% | |
| PGIM Jennison Small Company Z Mutual Fund | — | — | — | $716K | 1.5% | |
| PIMCO High Yield Fund (Inst) Mutual Fund | — | — | — | $681K | 1.4% | |
| American Century Investments One Choice 2035 Portfolio I Class Mutual Fund | — | — | — | $663K | 1.4% | |
| Vanguard Total International Stock Index Admiral Mutual Fund | — | — | — | $638K | 1.3% | |
| various dates through * Notes Receivable from Participants December 2029 - | — | — | — | $561K | 1.2% | |
| Delaware Small Cap Value Mutual Fund | — | — | — | $561K | 1.2% | |
| American Century Investments One Choice 2045 Portfolio I Class Mutual Fund | — | — | — | $469K | 1.0% | |
| MFS International Intrinsic Value Fund Mutual Fund | — | — | — | $439K | 0.9% | |
| PIMCO Real Return A Mutual Fund | — | — | — | $276K | 0.6% | |
| American Century Investments One Choice 2055 Portfolio I Class Mutual Fund | — | — | — | $258K | 0.5% | |
| American Century Investments One Choice 2060 Portfolio I Class Mutual Fund | — | — | — | $235K | 0.5% | |
| Loomis Core Plus Bond Fund A Mutual Fund | — | — | — | $219K | 0.5% | |
| Delaware Emerging Markets A Mutual Fund | — | — | — | $172K | 0.4% | |
| American Century Investments One Choice 2025 Portfolio I Class Mutual Fund | — | — | — | $162K | 0.3% | |
| Oakmark International Small Cap II Mutual Fund | — | — | — | $86K | 0.2% | |
| MainStay CBRE Real Estate A Mutual Fund | — | — | — | $63K | 0.1% |
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