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Original filing (PDF)20250903132259NAL0015236257001
PDQ.COM, CORPORATION
Form 5500
FILING_RECEIVED
PDQ.COM 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
178
Accounts w/ balance
244
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PDQ.COM, CORPORATION.
Plan sponsor
Name
PDQ.COM, CORPORATION
EIN
47-2589675
Address
2200 SOUTH MAIN · STE 200 · SALT LAKE CITY, UT · 84115
Phone
(703) 655-1022
Industry
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
2025-09-03
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $6K | — |
Investments
32 direct securities · 1 pooled fund· $14.4M(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.
Uncategorized
$14.4M
32 holdings
Common Collective Trust
$42K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $3.5M | 24.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.3M | 16.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.9M | 13.2% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $1.7M | 11.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.1M | 7.4% | |
| Fidelity Large Cap Growth Index Fidelity 0 | — | — | — | $885K | 6.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $455K | 3.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $444K | 3.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $206K | 1.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $184K | 1.3% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $184K | 1.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $145K | 1.0% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $144K | 1.0% | |
| Nuveen International Equity Index R6 Nuveen 0 | — | — | — | $126K | 0.9% | |
| Fidelity Emerging Markets Index Fidelity 0 | — | — | — | $120K | 0.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $110K | 0.8% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $105K | 0.7% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $104K | 0.7% | |
| Schwab Treasury Inflat Protected Sec Idx Schwab 0 | — | — | — | $98K | 0.7% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $87K | 0.6% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $73K | 0.5% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $70K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $69K | 0.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $62K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $59K | 0.4% | |
| DFA Real Estate Securities Portfolio I DFA 0 | — | — | — | $47K | 0.3% | |
| Grandeur Peak Intl Stalwarts Instl Grandeur 0 | — | — | — | $46K | 0.3% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $42K | 0.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $22K | 0.2% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $21K | 0.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $17K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $7K | <0.1% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $1K | <0.1% |