DOUG Walsh signed Quali Tech, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quali Tech, LLC's EIN is 41-0912923.
Download the official 2024 Form 5500 (PDF) for Quali Tech, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quali Tech, LLC'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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $31K | — |
| ONEAMERICA INVESTMENT ADVISORY SERV | 81-3920167 | — | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Inv Vanguard Target Retirement 2025 Inv 1,194,470.04 | Mutual Funds | — | $1.2M | $1.2M | 11.1% | |
| Vanguard Target Retirement 2035 Inv Vanguard Target Retirement 2035 Inv | Mutual Funds | — | $997K | $1.1M | 9.9% | |
| Federated Hermes US Treasury Cash Rvs IS Federated Hermes US Treasury Cash Rvs 852,127.64 | U.S. Treasuries | — | $852K | $852K | 7.9% | |
| Vanguard 500 Index Admiral Vanguard 500 Index Admiral | Common Collective Trusts | — | $669K | $816K | 7.5% | |
| Vanguard Target Retirement 2040 Inv Vanguard Target Retirement 2040 Inv | Mutual Funds | — | $667K | $719K | 6.6% | |
| Vanguard Target Retirement 2045 Inv Vanguard Target Retirement 2045 Inv | Mutual Funds | — | $610K | $666K | 6.2% | |
| Harbor Capital Appreciation Instl Harbor Capital Appreciation Instl | Other securities | — | $580K | $661K | 6.1% | |
| Vanguard Windsor™ II Inv Vanguard Windsor™ II Inv | Mutual Funds | — | $576K | $590K | 5.4% | |
| Vanguard Mid Cap Index Admiral Vanguard Mid Cap Index Admiral | Mutual Funds | — | $430K | $480K | 4.4% | |
| Vanguard Target Retirement 2030 Inv Vanguard Target Retirement 2030 Inv | Mutual Funds | — | $403K | $427K | 3.9% | |
| Virtus Ceredex Mid-Cap Value Equity Fund CL I Virtus Ceredex Mid-Cap Value Equity F 414,552.67 | Other securities | — | $415K | $420K | 3.9% | |
| Value of Interest in Registered Investment Companies Baron Growth Fund Ins Baron Growth Fund Ins | Other securities | — | $381K | $362K | 3.3% | |
| Vanguard Small Cap Value Index Admiral Vanguard Small Cap Value Index Admira 284,720.82 | Mutual Funds | — | $285K | $312K | 2.9% | |
| Vanguard Total Intl Stock Index Admiral Vanguard Total Intl Stock Index Admir | Mutual Funds | — | $306K | $310K | 2.9% | |
| Vanguard Small Cap Growth Index Admiral Vanguard Small Cap Growth Index Admir245,705.91 | Mutual Funds | — | $246K | $283K | 2.6% | |
| Vanguard Target Retirement 2055 Inv Vanguard Target Retirement 2055 Inv | Mutual Funds | — | $257K | $282K | 2.6% | |
| Vanguard Target Retirement 2060 Inv Vanguard Target Retirement 2060 Inv | Mutual Funds | — | $197K | $216K | 2.0% | |
| Vanguard Target Retirement 2050 Inv Vanguard Target Retirement 2050 Inv | Mutual Funds | — | $193K | $212K | 2.0% | |
| PIMCO Total Return Instl PIMCO Total Return Instl | Mutual Funds | — | $214K | $210K | 1.9% | |
| Nationwide Geneva M/C Gr-Ins Sv Nationwide Geneva M/C Gr-Ins Sv | Other securities | — | $184K | $184K | 1.7% | |
| Vanguard Target Retirement 2065 Inv Vanguard Target Retirement 2065 Inv | Mutual Funds | — | $149K | $163K | 1.5% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard Emerging Mkts Stock Idx Adm 121,859.09 | Common Collective Trusts | — | $122K | $130K | 1.2% | |
| VALUE Participant Loans Master Participant Loan Master Participant Loan | Participant loans | — | $123K | $123K | 1.1% | |
| Morgan Stanley Inst Intl Advtg I Morgan Stanley Inst Intl Advtg I | Other securities | — | $91K | $97K | 0.9% | |
| Vanguard Inflation-Protected Secs Adm Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | $16K | $15K | 0.1% | |
| Vanguard Target Retirement 2020 Inv Vanguard Target Retirement 2020 Inv | Mutual Funds | — | $7K | $6K | <0.1% | |
| Vanguard Target Retirement Income Inv Vanguard Target Retirement Income Inv | Mutual Funds | — | $4K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
