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Original filing (PDF)20250926142500NAL0009489185001
QUICK SUPPLY COMPANY
Form 5500
FILING_RECEIVED
QUICK SUPPLY COMPANY EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 2
33% in single holdingNo recordkeeper disclosed
Active participants
368
Accounts w/ balance
438
Plan assets (EOY)
$48.4M
Net assets (EOY)
$48.4M
How this plan invests
This plan
6 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "RETIREMENT ADVOCATE MOD AGGRESSIVE" is 33% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUICK SUPPLY COMPANY.
Plan sponsor
Name
QUICK SUPPLY COMPANY
EIN
42-0722975
Address
6620 NW TONI DR. · DES MOINES, IA · 50313
Phone
(515) 289-1271
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MHCS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP LLC | 20-1903821 | — | NONE | $78K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $63K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
11 direct securities · 6 pooled funds· $48.3M(100% 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.
Common Collective Trust
$38.3M
6 holdings
Uncategorized
$10.0M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RETIREMENT ADVOCATE MOD AGGRESSIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 221 | Common Collective Trust | — | — | $15.7M | 32.4% | |
| RETIREMENT ADVOCATE AGGRESSIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 222 | Common Collective Trust | — | — | $12.0M | 24.8% | |
| RETIREMENT ADVOCATE MODERATE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 220 | Common Collective Trust | — | — | $6.7M | 13.8% | |
| FIDELITY 500 INDEX FD | — | — | — | $3.1M | 6.4% | |
| HARBOR CAPITAL APPRECIATION FD INSTL | — | — | — | $2.1M | 4.3% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.1M | 4.3% | |
| DODGE & COX STOCK FU | — | — | — | $1.2M | 2.4% | |
| RETIREMENT ADVOCATE CONSERVATIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 218 | Common Collective Trust | — | — | $1.0M | 2.1% | |
| JPMORGAN MID CAP VALUE L | — | — | — | $923K | 1.9% | |
| DELAWARE IVY MID CAP GWTH I | — | — | — | $801K | 1.7% | |
| RETIREMENT ADVOCATE MOD CONSERV MATRIX TRUST COMPANY · EIN 75-3182674 / PN 219 | Common Collective Trust | — | — | $779K | 1.6% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R6 | — | — | — | $486K | 1.0% | |
| FIDELITY INTERMEDIATE TRSY BD INDEX | — | — | — | $392K | 0.8% | |
| T. ROWE PRICE INTEGRAT US SM GR EQI | — | — | — | $370K | 0.8% | |
| AMERICAN BEACON SMALL CAP VALUE R5 | — | — | — | $318K | 0.7% | |
| FIDELITY REAL ESTATE INDEX FD | — | — | — | $194K | 0.4% | |
| GOLDMAN SACHS EMRG MKTSEQTY INSIGHT | — | — | — | $153K | 0.3% |
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