Back to filter
Original filing (PDF)20251014120156NAL0001317971001
QUALITY CARRIERS, INC.
Form 5500
FILING_RECEIVED
QUALITY CARRIERS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,724
Accounts w/ balance
1,755
Plan assets (EOY)
$52.2M
Net assets (EOY)
$52.2M
How this plan invests
This plan
19 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
65
Knocking points off
- 57 bps in Schedule C fees — 256% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUALITY CARRIERS, INC..
Plan sponsor
Name
QUALITY CARRIERS, INC.
EIN
36-2590063
Address
1208 EAST KENNEDY BLVD. SUITE 132 · TAMPA, FL · 336023506
Phone
(800) 282-2031
Industry
Transportation & Warehousingsee 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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $298K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
33 direct securities · 19 pooled funds· $65.4M(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
$39.4M
33 holdings
Pooled Separate Account
$15.3M
3 holdings
Common Collective Trust
$10.7M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LgCap S&P 500 Index Sep Acct+ | — | — | — | $11.2M | 21.5% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $11.2M | 21.5% | |
| Fidelity 500 Index Fund | — | — | — | $3.8M | 7.2% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $3.7M | 7.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $2.7M | 5.3% | |
| Fixed Income Option 401(a)/(k) | — | — | — | $2.3M | 4.4% | |
| JP Morgan Large Cap Gr R6 Fd | — | — | — | $2.3M | 4.4% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.2M | 4.1% | |
| Fidelity Frdm Idx 2030 Prm Fd | — | — | — | $2.1M | 4.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $2.0M | 3.9% | |
| Class 1 | — | — | — | $1.9M | 3.7% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.7% | |
| Fidelity Frdm Idx 2035 Prm Fd | — | — | — | $1.9M | 3.7% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.9M | 3.6% | |
| American Funds AmerMut R6 Fd | — | — | — | $1.7M | 3.3% | |
| Notes receivable from participants (5.25%-10.50%) | — | — | — | $1.6M | 3.2% | |
| Self-Directed Brokerage Acct | — | — | — | $1.5M | 3.0% | |
| Fidelity Frdm Idx 2040 Prm Fd | — | — | — | $914K | 1.8% | |
| Fidelity Frdm Idx 2045 Prm Fd | — | — | — | $852K | 1.6% | |
| Fidelity Frdm Idx 2025 Prm Fd | — | — | — | $719K | 1.4% | |
| Fidelity Frdm Idx 2055 Prm Fd | — | — | — | $685K | 1.3% | |
| Fidelity Frdm Idx 2050 Prm Fd | — | — | — | $645K | 1.2% | |
| JanusHenderson Enter N Fund | — | — | — | $492K | 0.9% | |
| Fidelity Frdm Idx 2060 Prm Fd | — | — | — | $460K | 0.9% | |
| American Funds NewPrsp R6 Fnd | — | — | — | $445K | 0.9% | |
| JP Morgan Core Bond R6 Fund | — | — | — | $440K | 0.8% | |
| Fidelity Sm Cap Index Fund | — | — | — | $407K | 0.8% | |
| Allspring Spec M Cap Value R6 | — | — | — | $406K | 0.8% | |
| PRINCIPAL US REIT FUND TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $383K | 0.7% | |
| JP Morgan Intl Equity R6 Fund | — | — | — | $303K | 0.6% | |
| BlackRock Stra Inc Opp K Fd | — | — | — | $296K | 0.6% | |
| Amer Century Sml Cap Val R6 Fd | — | — | — | $288K | 0.6% | |
| Fidelity Frdm Idx 2020 Prm Fd | — | — | — | $273K | 0.5% | |
| Fidelity International Idx Fd | — | — | — | $240K | 0.5% | |
| Fidelity US Bond Index Fund | — | — | — | $238K | 0.5% | |
| BlackRock Emerg Markets K Fund | — | — | — | $231K | 0.4% | |
| Fidelity Mid Cp Index Fund | — | — | — | $216K | 0.4% | |
| Fidelity Frdm Idx Inc Prm Fd | — | — | — | $181K | 0.3% | |
| Inv Discov R6 Fd | — | — | — | $143K | 0.3% | |
| (E) | — | — | — | $61K | 0.1% | |
| Fidelity Frdm Idx 2065 Prm Fd | — | — | — | $61K | 0.1% | |
| JPMCB SMRTRTMT PASS BL INC CF JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT PASS BL 2020 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT PASS BL 2025 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT PASS BL 2030 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT PASS BL 2035 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT PASS BL 2040 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT PASS BL 2045 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT PASS BL 2050 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT PASS BL 2055 CF JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT PASS BL 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB SMRTRTMT PASS BL 2065 CF JPMORGAN CHASE BANK, N.A. · EIN 92-0285683 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Transportation & Warehousing plans
UNITED ROAD SERVICE, INC.
UNITED ROAD SERVICES, INC. EMPLOYEE'S 401(K) PLAN
$51.4M · 1,010 participants
WAYNE TRANSPORTS, INC
WAYNE TRANSPORTS, INC. 401(K) RETIREMENT PLAN
$45.2M · 630 participants
DAILY EXPRESS INC
DAILY EXPRESS INC 401(K) PROFIT SHARING PLAN & TRUST
$45.2M · 200 participants
CASSENS TRANSPORT COMPANY
CASSENS RETIREMENT PLAN
$61.5M · 181 participants
WESTERN CARRIERS, INC.
WESTERN CARRIERS, INC. PROFIT SHARING PLAN
$41.7M · 815 participants
DAYLIGHT TRANSPORT
THE DAYLIGHT TRANSPORT 401(K) SAVINGS PLAN
$39.5M · 720 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants