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Original filing (PDF)20251002094154NAL0000259105001
QNERGY, INC.
Form 5500
FILING_RECEIVED
QNERGY 401(K) PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
122
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.0M
How this plan invests
This plan
24 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 QNERGY, INC..
Plan sponsor
Name
QNERGY, INC.
EIN
46-4116754
Address
300 W 12TH ST · OGDEN, UT · 84404
Phone
(801) 752-0100
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-02
Pension benefit codes
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
BRIDGE CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 42-1558009 | — | CUSTODIAN | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | FINANCIAL ADVISOR | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RANDALL & HURLEY, INC | 91-1661080 | — | TPA | $19K | — |
Investments
24 direct securities· $8.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity | — | — | — | $1.5M | 18.0% | |
| Fidelity | — | — | — | $1.2M | 14.5% | |
| Charles Schwab | — | — | — | $1.2M | 14.3% | |
| Fidelity | — | — | — | $835K | 10.3% | |
| Fidelity | — | — | — | $472K | 5.8% | |
| Fidelity | — | — | — | $446K | 5.5% | |
| Fidelity | — | — | — | $392K | 4.8% | |
| Fidelity | — | — | — | $384K | 4.7% | |
| Fidelity | — | — | — | $369K | 4.6% | |
| Fidelity | — | — | — | $241K | 3.0% | |
| Charles Schwab | — | — | — | $180K | 2.2% | |
| Vanguard | — | — | — | $145K | 1.8% | |
| Participants | — | — | $0 | $139K | 1.7% | |
| Fidelity | — | — | — | $123K | 1.5% | |
| Fidelity | — | — | — | $117K | 1.5% | |
| Fidelity | — | — | — | $105K | 1.3% | |
| Fidelity | — | — | — | $61K | 0.8% | |
| Charles Schwab | — | — | — | $61K | 0.7% | |
| Fidelity | — | — | — | $55K | 0.7% | |
| Vanguard | — | — | — | $48K | 0.6% | |
| Charles Schwab | — | — | — | $39K | 0.5% | |
| American Funds | — | — | — | $37K | 0.5% | |
| American Funds | — | — | — | $36K | 0.4% | |
| American Funds | — | — | — | $21K | 0.3% |
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