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Original filing (PDF)20251009150607NAL0006779617001
QUANTIX SCS, LLC
Form 5500
FILING_RECEIVED
QUANTIX SCS 401(K) PLAN
401(k) retirement plan
Active participants
2,198
Accounts w/ balance
3,217
Plan assets (EOY)
$85.2M
Net assets (EOY)
$85.2M
How this plan invests
This plan
24 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUANTIX SCS, LLC.
Plan sponsor
Name
QUANTIX SCS, LLC
EIN
36-2593958
Address
8440 S. TABLER ROAD · MORRIS, IL · 60450
Phone
(815) 458-1222
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $57K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $60K | — |
Investments
24 pooled funds· $53.9M(63% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASSMUTUAL SELECT TRP RETIRE 2055 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $7.9M | 9.2% | |
| MASSMUTUAL SELECT TRP RETIRE 2030 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $7.3M | 8.6% | |
| MASSMUTUAL SELECT TRP RETIRE 2035 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $6.7M | 7.9% | |
| MASSMUTUAL SELECT TRP RETIRE 2045 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $5.4M | 6.4% | |
| MASSMUTUAL SELECT TRP RETIRE 2040 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $4.9M | 5.8% | |
| MASSMUTUAL SELECT TRP RETIRE 2050 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $4.0M | 4.7% | |
| MASSMUTUAL SELECT TRP RETIRE 2025 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $3.9M | 4.6% | |
| MM SANDP 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $3.3M | 3.8% | |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.6M | 3.0% | |
| DFA US LARGE CAP VALUE I DIMENSIONAL FUND ADVISORS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.3M | 2.7% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.1M | 2.5% | |
| MASSMUTUAL SELECT TRP RETIRE 2020 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.1M | 1.3% | |
| EMPOWER S&P MID CAP 400 INDEX INV EMPOWER FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $570K | 0.7% | |
| EMPOWER INTERNATIONAL INDEX INV EMPOWER FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $469K | 0.6% | |
| EMPOWER SANDP SMALLCAP 600 INDEX IN EMPOWER FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $327K | 0.4% | |
| AMERICAN FUNDS AMERICAN BALANCED R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $325K | 0.4% | |
| INVESCO GOLD AND SPECIAL MINERALS A INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $260K | 0.3% | |
| MASSMUTUAL SELECT TRP RETIRE 2015 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $196K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R3 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $135K | 0.2% | |
| MASSMUTUAL SELECT TRP RETIRE 2010 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $67K | <0.1% | |
| MFS INTERNATIONAL NEW DISCOVERY A MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $46K | <0.1% | |
| MASSMUTUAL SELECT TRP RETIRE 2005 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $34K | <0.1% | |
| INVESCO DEVELOPING MARKETS A INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL INFL-PROT AND INC SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |