Back to filter
Original filing (PDF)20250625090423NAL0018507474001
QP HOLDINGS, LLC
Form 5500
FILING_RECEIVED
QUANTUM PLASTICS 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
292
Accounts w/ balance
368
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.7M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
85
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Blackrock Lifepath Index Retirement K Mutual Fund" is 30% of plan.
- 59 bps in Schedule C fees — 103% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QP HOLDINGS, LLC.
Plan sponsor
Name
QP HOLDINGS, LLC
EIN
36-4797746
Address
1400 S. 6TH STREET · FORT SMITH, AR · 72901
Phone
(479) 646-3473
Industry
Manufacturingsee 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
2025-06-25
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
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
PW PARTNERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
25 direct securities· $11.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index Retirement K Mutual Fund | — | — | — | $3.5M | 29.8% | |
| Blackrock Lifepath 2030 K Mutual Fund | — | — | — | $2.0M | 16.7% | |
| Blackrock Lifepath 2035 K Mutual Fund | — | — | — | $1.9M | 16.5% | |
| Blackrock Lifepath 2040 K Mutual Fund | — | — | — | $1.4M | 11.9% | |
| Blackrock Lifepath 2045 K Mutual Fund | — | — | — | $606K | 5.2% | |
| Participant Notes Receivable Interest 5.25% to 10.50% | — | — | — | $427K | 3.6% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Account | — | — | — | $324K | 2.8% | |
| JPMorganLarge Cap Growth R6 Mutual Fund | — | — | — | $231K | 2.0% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $230K | 2.0% | |
| Blackrock Lifepath 2050 K Mutual Fund | — | — | — | $225K | 1.9% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $141K | 1.2% | |
| Fidelity International Index Mutual Fund | — | — | — | $134K | 1.1% | |
| Blackrock Lifepath 2055 K Mutual Fund | — | — | — | $116K | 1.0% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $103K | 0.9% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $100K | 0.9% | |
| American Funds Growth Portfolio R-6 Mutual Fund | — | — | — | $82K | 0.7% | |
| First Eagle Global R6 Mutual Fund | — | — | — | $58K | 0.5% | |
| DFA Emerging Markets l Mutual Fund | — | — | — | $54K | 0.5% | |
| Blackrock Lifepath 2060 K Mutual Fund | — | — | — | $44K | 0.4% | |
| Invesco Comstock R6 Mutual Fund | — | — | — | $29K | 0.2% | |
| Cohen & Steers Global Realty Z Mutual Fund | — | — | — | $22K | 0.2% | |
| JPMorgan Small Cap Growth Mutual Fund | — | — | — | $11K | <0.1% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $10K | <0.1% | |
| Vanguard International Growth ADM Mutual Fund | — | — | — | $7K | <0.1% | |
| Blackrock Lifepath 2065 K Mutual Fund | — | — | — | $2K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Manufacturing plans
ULTRA POLY CORPORATION
ULTRA POLY CORPORATION RETIREMENT SAVINGS PLAN
$11.8M · 136 participants
REEF INDUSTRIES, INC.
REEF INDUSTRIES, INC. 401(K) RETIREMENT PLAN
$11.6M · 89 participants
ARC RESIN CORPORATION
ARC RESIN CORPORATION RETIREMENT PLAN
$11.6M · 16 participants
BIXBY INTERNATIONAL CORPORATION
BIXBY INTERNATIONAL 401(K) PLAN
$11.6M · 80 participants
WS97 CAPITAL, INC.
WS97 CAPITAL 401(K) PLAN
$11.9M · 265 participants
THERMOFLEX CORP.
THERMOFLEX CORP. 401(K) PLAN
$12.0M · 815 participants
Large plans in Arkansas
WALMART INC.
WALMART 401(K) PLAN
$50.8B · 1,670,732 participants
TYSON FOODS, INC.
TYSON FOODS, INC. RETIREMENT SAVINGS PLAN
$3.7B · 118,435 participants
DILLARD'S, INC.
DILLARD'S, INC. INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN
$3.0B · 26,070 participants
J.B. HUNT TRANSPORT SERVICES, INC.
J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN
$1.4B · 34,171 participants
WINDSTREAM SERVICES LLC
WINDSTREAM 401(K) PLAN
$1.3B · 8,623 participants
BAPTIST HEALTH
BAPTIST HEALTH RETIREMENT SAVINGS PLAN MASTER TRUST
$972.6M