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Original filing (PDF)20250725052233NAL0002958195001
QA1 PRECISION PRODUCTS INC
Form 5500
FILING_RECEIVED
QA1 PRECISION PRODUCTS INC 401(K) PS PLAN AND TRUST
401(k) retirement plan
Active participants
145
Accounts w/ balance
125
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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 QA1 PRECISION PRODUCTS INC.
Plan sponsor
Name
QA1 PRECISION PRODUCTS INC
EIN
41-1764634
Address
9574 217TH ST W · LAKEVILLE, MN · 55044
Phone
(952) 985-6376
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
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
Investments
25 direct securities · 1 pooled fund· $10.7M(99% of reported assets)
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.
Registered Investment Companies
$10.7M
25 holdings
Common Collective Trust
$31K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.3M | 21.4% | |
| AMERFUNDS 2015 TARG DATERET R6 66 REGISTERED INVESTMENT COMPANY AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 18.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 13.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 9.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $890K | 8.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $543K | 5.0% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $538K | 4.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $451K | 4.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $249K | 2.3% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $246K | 2.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $195K | 1.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $138K | 1.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $129K | 1.2% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $101K | 0.9% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $70K | 0.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $53K | 0.5% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $52K | 0.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $46K | 0.4% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $45K | 0.4% | |
| THORNBURG GLOBAL OPP R6 | Registered Investment Companies | — | — | $39K | 0.4% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $31K | 0.3% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $21K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $16K | 0.1% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $10K | <0.1% | |
| LORD ABBETT CORE FIXED INC R6 817 REGISTERED INVESTMENT COMPANY DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANG HI YLD CORP ADM 468 REGISTERED INVESTMENT COMPANY AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |
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