McKenna Frazier signed Quality Carriers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quality Carriers, Inc.'s EIN is 36-2590063.
Download the official 2024 Form 5500 (PDF) for Quality Carriers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quality Carriers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $298K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LgCap S&P 500 Index Sep Acct+ | Pooled Separate Accounts | — | — | $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 | Common Collective Trusts | — | — | $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) | Other securities | — | — | $2.3M | 4.4% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | — | $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 | Common Collective Trusts | — | — | $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 | Other securities | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $1.7M | 3.3% | |
| Notes receivable from participants (5.25%-10.50%) | Bonds / Notes | — | — | $1.6M | 3.2% | |
| Self-Directed Brokerage Acct | Self-Directed Brokerage | — | — | $1.5M | 3.0% | |
| Fidelity Frdm Idx 2040 Prm Fd | Common Collective Trusts | — | — | $914K | 1.8% | |
| Fidelity Frdm Idx 2045 Prm Fd | Common Collective Trusts | — | — | $852K | 1.6% | |
| Fidelity Frdm Idx 2025 Prm Fd | Common Collective Trusts | — | — | $719K | 1.4% | |
| Fidelity Frdm Idx 2055 Prm Fd | Common Collective Trusts | — | — | $685K | 1.3% | |
| Fidelity Frdm Idx 2050 Prm Fd | Common Collective Trusts | — | — | $645K | 1.2% | |
| JanusHenderson Enter N Fund | Other securities | — | — | $492K | 0.9% | |
| Fidelity Frdm Idx 2060 Prm Fd | Common Collective Trusts | — | — | $460K | 0.9% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | — | $445K | 0.9% | |
| JP Morgan Core Bond R6 Fund | Other securities | — | — | $440K | 0.8% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $407K | 0.8% | |
| Allspring Spec M Cap Value R6 | Other securities | — | — | $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 | Other securities | — | — | $303K | 0.6% | |
| BlackRock Stra Inc Opp K Fd | Common Stocks | — | — | $296K | 0.6% | |
| Amer Century Sml Cap Val R6 Fd | Other securities | — | — | $288K | 0.6% | |
| Fidelity Frdm Idx 2020 Prm Fd | Common Collective Trusts | — | — | $273K | 0.5% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $240K | 0.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $238K | 0.5% | |
| BlackRock Emerg Markets K Fund | Other securities | — | — | $231K | 0.4% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $216K | 0.4% | |
| Fidelity Frdm Idx Inc Prm Fd | Common Collective Trusts | — | — | $181K | 0.3% | |
| Inv Discov R6 Fd | Other securities | — | — | $143K | 0.3% | |
| (E) | Other securities | — | — | $61K | 0.1% | |
| Fidelity Frdm Idx 2065 Prm Fd | Common Collective Trusts | — | — | $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% |
