Back to filter
Original filing (PDF)20250725132007NAL0006675585001
QUALIFIED RETIREMENT PLAN SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
QUALIFIED RETIREMENT PLAN SERVICES, INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
34
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUALIFIED RETIREMENT PLAN SERVICES, INC..
Plan sponsor
Name
QUALIFIED RETIREMENT PLAN SERVICES, INC.
EIN
56-1606387
Address
PO BOX 99163 · RALEIGH, NC · 276249163
Phone
(919) 787-1011
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
2025-07-25
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
VENTURECOUNT SERVICES LLC
VENTURECOUNT LLC 401(K) PROFIT SHARING PLAN AND TRUST
$7.8M · 64 participants
MORGAN JOHNSON CARPENTER & COMPANY
MORGAN JOHNSON CARPENTER & COMPANY 401(K) PLAN
$7.9M · 6 participants
SPECIALTY AUDIT SERVICES, LLC
SAS 401(K) PLAN AND TRUST
$7.9M · 30 participants
DESIGN RESOURCE GROUP ARCHITECTS
DESIGN RESOURCE GROUP ARCHITECTS AIA, INC 401(K) PROFIT SHARING P
$7.9M · 26 participants
DAN TOBIAS & ASSOCIATES, INC.
DAN TOBIAS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$7.7M · 3 participants
VICTOR LERRO & COMPANY, P.A.
VICTOR LERRO & CO PROFIT SHARING PLAN
$7.7M · 40 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
