Paul Verchick signed Qualicaps, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Qualicaps, Inc.'s EIN is 35-1875434.
Download the official 2024 Form 5500 (PDF) for Qualicaps, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Qualicaps, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AC RD 2035 TR M GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $7.9M | 58.3% | |
| American Century American Century Investments One Choice 2035 Class M | Other securities | — | — | $2.2M | 16.5% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.0M | 14.6% | |
| American Century American Century Investments One Choice in Retirement | Other securities | — | — | $1.4M | 10.6% | |
| American Century American Century Investments One Choice 2025 Class M | Other securities | — | — | $1.3M | 9.3% | |
| American Century American Century Investments One Choice 2040 Class M | Other securities | — | — | $1.1M | 8.1% | |
| American Century American Century Investments One Choice 2030 Class M | Other securities | — | — | $942K | 7.0% | |
| Fidelity Investments Fidelity Government Money Market Fund ** 67 * Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $669K | 5.0% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $560K | 4.1% | |
| Vanguard Equity - Income Fund Admiral Shares | Mutual Funds | — | — | $412K | 3.1% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $389K | 2.9% | |
| American Century American Century Investments One Choice 2045 Class M | Other securities | — | — | $388K | 2.9% | |
| Fidelity Investments Managed Income Portfolio Class 1 | Mutual Funds | — | — | $309K | 2.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $309K | 2.3% | |
| American Century American Century Investments One Choice 2060 Class M | Other securities | — | — | $269K | 2.0% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $236K | 1.7% | |
| Participant loans 4.25% - 9.50%, various dates maturing through 2029 | Bonds / Notes | — | — | $222K | 1.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $197K | 1.5% | |
| Carillon Eagle Mid Cap Growth Fund Class I | Other securities | — | — | $168K | 1.2% | |
| SMALL CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $165K | 1.2% | |
| Allspring Core Plus Bond Fund - Class A | Other securities | — | — | $163K | 1.2% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $154K | 1.1% | |
| American Century American Century Investments One Choice 2050 Class M | Other securities | — | — | $123K | 0.9% | |
| American Century American Century Investments One Choice 2055 Class M | Other securities | — | — | $115K | 0.9% | |
| American Century American Century Investments One Choice 2065 Class M | Other securities | — | — | $25K | 0.2% | |
| DWS RREEF Real Assets Fund - Class S | Other securities | — | — | $7K | <0.1% | |
| Allspring Special Small Cap Value Fund - Class A | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERNARD ROBINSON & COMPANY, LLP | 56-0571159 | — | ACCOUNTANT/AUDITOR | $11K | — |
