Melony Sobota signed VQ, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VQ, Inc.'s EIN is 38-3388981.
Download the official 2024 Form 5500 (PDF) for VQ, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VQ, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 82-3226180 | — | INVESTMENT ADVISORY | $22K | — |
| MERRILL LYNCH PIERCE FENNER & SMITH |
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.
| 13-5674085 |
| — |
| CONSULTANT |
| $8K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Global Investors Core Fixed Income Separate Account | Pooled Separate Accounts | — | — | $1.3M | 11.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1.3M | 11.1% | |
| Vanguard Windsor II Adm Fund | Mutual Funds | — | — | $1.2M | 10.7% | |
| Principal Life Insurance Company Principal Fixed Income Guranteed Option Account, at contract value | Common Stocks | — | — | $923K | 8.0% | |
| Fidelity NASDAQ Composite Index Fund | Common Collective Trusts | — | — | $762K | 6.6% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $635K | 5.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $598K | 5.2% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $586K | 5.1% | |
| Massachusetts Financial Service Co. International Equity R6 Fund | Common Stocks | — | — | $585K | 5.1% | |
| Vanguard International Growth Admiral Fund | Mutual Funds | — | — | $580K | 5.0% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $580K | 5.0% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $432K | 3.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $426K | 3.7% | |
| Federated Investmennt Management Mid-Cap Growth R6 Fund | Other securities | — | — | $407K | 3.5% | |
| American Century Small Cap Value R6 Fund | Other securities | — | — | $397K | 3.5% | |
| Fidelity US Bond Index Fund 914 John Hancock Disciplined Value Mid Cap R6 Fund | Common Collective Trusts | — | — | $396K | 3.4% | |
| BlackRock Sustainable Advantage Large Cap Core K Fund | Other securities | — | — | $395K | 3.4% | |
| Dimensional Fund Advisors Small Cap Growth IS Fund | Mutual Funds | — | — | $371K | 3.2% | |
| Vanguard Target Retirement 2055 Inv Fund | Mutual Funds | — | — | $178K | 1.6% | |
| Vanguard Target Retirement 2040 Inv Fund 431 Vanguard Target Retirement 2045 Inv Fund | Mutual Funds | — | — | $159K | 1.4% | |
| to 9.50% with various maturities through November 2029 | Bonds / Notes | — | — | $133K | 1.2% | |
| Vanguard Target Retirement 2060 Inv Fund | Mutual Funds | — | — | $130K | 1.1% | |
| Vanguard Target Retirement 2070 Inv Fund | Mutual Funds | — | — | $91K | 0.8% | |
| Vanguard Target Retirement 2050 Inv Fund | Mutual Funds | — | — | $84K | 0.7% | |
| Vanguard Target Retirement 2035 Inv Fund | Mutual Funds | — | — | $47K | 0.4% | |
| Vanguard Target Retirement 2065 Inv Fund | Mutual Funds | — | — | $40K | 0.4% | |
| Vanguard Target Retirement 2025 Inv Fund 141 Vanguard Target Retirement 2030 Inv Fund | Mutual Funds | — | — | $32K | 0.3% | |
| (E) | Other securities | — | $3K | $13K | 0.1% | |
| Lord Abbett Bond Debunture R6 Fund | U.S. Treasuries | — | — | $13K | 0.1% | |
| Cohen & Steers Real Estate Securities Z Fund | Other securities | — | — | $3K | <0.1% |
