Back to filter
Original filing (PDF)20250912130326NAL0001975808001
QUALI TECH, LLC
Form 5500
FILING_RECEIVED
QUALI TECH, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
118
Accounts w/ balance
174
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUALI TECH, LLC.
Plan sponsor
Name
QUALI TECH, LLC
EIN
41-0912923
Address
318 LAKE HAZELTINE DRIVE · CHASKA, MN · 553181034
Phone
(952) 448-5151
Industry
Wholesale Tradesee 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
2025-09-12
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)
Audit & trust (Schedule H)
Auditor
BOMBERG HANSON & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $31K | — |
| ONEAMERICA INVESTMENT ADVISORY SERV | 81-3920167 | — | NONE | $4K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
27 direct securities· $10.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Inv Vanguard Target Retirement 2025 Inv 1,194,470.04 | — | — | $1.2M | $1.2M | 11.1% | |
| Vanguard Target Retirement 2035 Inv Vanguard Target Retirement 2035 Inv | — | — | $997K | $1.1M | 9.9% | |
| Federated Hermes US Treasury Cash Rvs IS Federated Hermes US Treasury Cash Rvs 852,127.64 | — | — | $852K | $852K | 7.9% | |
| Vanguard 500 Index Admiral Vanguard 500 Index Admiral | — | — | $669K | $816K | 7.5% | |
| Vanguard Target Retirement 2040 Inv Vanguard Target Retirement 2040 Inv | — | — | $667K | $719K | 6.6% | |
| Vanguard Target Retirement 2045 Inv Vanguard Target Retirement 2045 Inv | — | — | $610K | $666K | 6.2% | |
| Harbor Capital Appreciation Instl Harbor Capital Appreciation Instl | — | — | $580K | $661K | 6.1% | |
| Vanguard Windsor™ II Inv Vanguard Windsor™ II Inv | — | — | $576K | $590K | 5.4% | |
| Vanguard Mid Cap Index Admiral Vanguard Mid Cap Index Admiral | — | — | $430K | $480K | 4.4% | |
| Vanguard Target Retirement 2030 Inv Vanguard Target Retirement 2030 Inv | — | — | $403K | $427K | 3.9% | |
| Virtus Ceredex Mid-Cap Value Equity Fund CL I Virtus Ceredex Mid-Cap Value Equity F 414,552.67 | — | — | $415K | $420K | 3.9% | |
| Value of Interest in Registered Investment Companies Baron Growth Fund Ins Baron Growth Fund Ins | — | — | $381K | $362K | 3.3% | |
| Vanguard Small Cap Value Index Admiral Vanguard Small Cap Value Index Admira 284,720.82 | — | — | $285K | $312K | 2.9% | |
| Vanguard Total Intl Stock Index Admiral Vanguard Total Intl Stock Index Admir | — | — | $306K | $310K | 2.9% | |
| Vanguard Small Cap Growth Index Admiral Vanguard Small Cap Growth Index Admir245,705.91 | — | — | $246K | $283K | 2.6% | |
| Vanguard Target Retirement 2055 Inv Vanguard Target Retirement 2055 Inv | — | — | $257K | $282K | 2.6% | |
| Vanguard Target Retirement 2060 Inv Vanguard Target Retirement 2060 Inv | — | — | $197K | $216K | 2.0% | |
| Vanguard Target Retirement 2050 Inv Vanguard Target Retirement 2050 Inv | — | — | $193K | $212K | 2.0% | |
| PIMCO Total Return Instl PIMCO Total Return Instl | — | — | $214K | $210K | 1.9% | |
| Nationwide Geneva M/C Gr-Ins Sv Nationwide Geneva M/C Gr-Ins Sv | — | — | $184K | $184K | 1.7% | |
| Vanguard Target Retirement 2065 Inv Vanguard Target Retirement 2065 Inv | — | — | $149K | $163K | 1.5% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard Emerging Mkts Stock Idx Adm 121,859.09 | — | — | $122K | $130K | 1.2% | |
| VALUE Participant Loans Master Participant Loan Master Participant Loan | — | — | $123K | $123K | 1.1% | |
| Morgan Stanley Inst Intl Advtg I Morgan Stanley Inst Intl Advtg I | — | — | $91K | $97K | 0.9% | |
| Vanguard Inflation-Protected Secs Adm Vanguard Inflation-Protected Secs Adm | — | — | $16K | $15K | 0.1% | |
| Vanguard Target Retirement 2020 Inv Vanguard Target Retirement 2020 Inv | — | — | $7K | $6K | <0.1% | |
| Vanguard Target Retirement Income Inv Vanguard Target Retirement Income Inv | — | — | $4K | $4K | <0.1% |
Related plans
Other plans using ONEAMERICA RETIREMENT SERVICES LLC
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.
GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN
$2.9B · 9,660 participants
PILLSBURY WINTHROP SHAW PITTMAN LLP
PILLSBURY WINTHROP SHAW PITTMAN LLP RETIREMENT SAVINGS PLAN NO. 1
$1.2B · 1,164 participants
PAUL HASTINGS LLP
PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN
$1.1B · 2,507 participants
LESTER E. COX MEDICAL CENTERS
COX SAVINGS INCENTIVE PLAN
$963.7M · 13,775 participants
US RADIOLOGY SPECIALISTS, INC.
US RADIOLOGY SPECIALISTS 401(K) RETIREMENT PLAN
$571.0M · 4,664 participants
VERMEER CORPORATION
VERMEER CORPORATION 401(K) RETIREMENT PLAN
$498.8M · 4,103 participants
Similar-size Wholesale Trade plans
ARTIFEX DISTRIBUTION ACQUISITION
BODY ART ALLIANCE 401(K) PLAN
$10.8M · 366 participants
MECHANIX WEAR, LLC
MECHANIX WEAR, LLC 401K RETIREMENT PLAN
$10.8M · 232 participants
MERCEDES MEDICAL, INC.
MERCEDES MEDICAL, INC. 401(K) PLAN
$10.7M · 53 participants
HARBOR SEAFOOD, INC.
HARBOR SEAFOOD, INC. PROFIT SHARING AND 401(K) PLAN
$11.0M · 31 participants
THE CLAFLIN COMPANY
THE CLAFLIN COMPANY SAVINGS & RETIREMENT PLAN
$10.6M · 83 participants
RAYNOR MARKETING, LTD.
RAYNOR MARKETING, LTD. 401(K) PLAN
$10.6M · 42 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B