Back to filter
Original filing (PDF)20251009103544NAL0003823411001
QUIRCH FOODS, CO.
Form 5500
FILING_RECEIVED
QUIRCH FOODS 401(K) PLAN
401(k) retirement plan
Active participants
1,666
Accounts w/ balance
1,099
Plan assets (EOY)
$46.3M
Net assets (EOY)
$46.3M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUIRCH FOODS, CO..
Plan sponsor
Name
QUIRCH FOODS, CO.
EIN
59-1200956
Address
7600 NORTH W 82ND PL · MIAMI, FL · 33166
Phone
(305) 460-4996
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
2025-10-09
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WALL TITUS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $62K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $60K | — |
Investments
31 direct securities· $44.3M(96% of reported assets)
Uncategorized
$44.2M
30 holdings
Mutual Funds
$76K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX | — | — | — | $5.8M | 12.6% | |
| Fidelity US BOND INDEX | — | — | — | $5.8M | 12.4% | |
| American Funds AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | — | — | — | $4.5M | 9.6% | |
| American Funds AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | — | — | — | $4.4M | 9.4% | |
| American Funds AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | — | — | — | $3.2M | 6.8% | |
| Insurance contract - fixed annuity * Empower EI FIXED ACCOUNT - SERIES CLASS IV | — | — | — | $2.7M | 5.8% | |
| Fidelity INTERNATIONAL INDEX | — | — | — | $2.7M | 5.7% | |
| American Funds AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | — | — | — | $2.2M | 4.8% | |
| American Funds AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | — | — | — | $1.8M | 3.8% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 | — | — | — | $1.6M | 3.5% | |
| Fidelity MID CAP INDEX | — | — | — | $1.4M | 3.1% | |
| PGIM GLOBAL TOTAL RETURN R6 | — | — | — | $1.1M | 2.4% | |
| JP Morgan JPMORGAN LARGE CAP GROWTH R6 | — | — | — | $1.1M | 2.4% | |
| Fidelity SMALL CAP INDEX | — | — | — | $737K | 1.6% | |
| Fidelity REAL ESTATE INDEX | — | — | — | $643K | 1.4% | |
| Pimco REAL RETURN INSTL | — | — | — | $575K | 1.2% | |
| Principal MIDCAP VALUE I R6 | — | — | — | $543K | 1.2% | |
| American Funds AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | — | — | — | $493K | 1.1% | |
| American Funds AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 | — | — | — | $488K | 1.1% | |
| JP Morgan JPMORGAN MID CAP GROWTH R6 | — | — | — | $455K | 1.0% | |
| Empower HIGH YIELD BOND INST | — | — | — | $431K | 0.9% | |
| Blackrock INFLATION PROTECTED BOND K | — | — | — | $413K | 0.9% | |
| Neuberger BERMAN LARGE CAP VALUE R6 | — | — | — | $380K | 0.8% | |
| MFS Investment Management MFS INTL DIVERSIFICATION R6 | — | — | — | $246K | 0.5% | |
| American Funds AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | — | — | — | $194K | 0.4% | |
| JP Morgan JPMORGAN CORE BOND R6 | — | — | — | $178K | 0.4% | |
| American Funds AMERICAN FUNDS AMERICAN BALANCED R6 | — | — | — | $177K | 0.4% | |
| Fidelity SMALL CAP GROWTH K6 | — | — | — | $90K | 0.2% | |
| American Century AMERICAN CENTURY SMALL CAP VALUE R6 | Mutual Funds | — | — | $76K | 0.2% | |
| American Funds AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 | — | — | — | $17K | <0.1% | |
| American Funds AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 | — | — | — | $9K | <0.1% |