Denise GEE signed Qsource's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Qsource's EIN is 62-0924699.
Download the official 2024 Form 5500 (PDF) for Qsource from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Qsource's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Principal Trust LifeTime Hybrid 2040 Inst Fund | Mutual Funds | — | — | $2.0M | 17.1% | |
| Principal Trust LifeTime Hybrid 2030 Inst Fund | Other securities | — | — | $1.9M | 16.1% | |
| Principal Trust LargeCap Growth I Inst Fund | Other securities | — | — | $1.2M | 10.1% | |
| Principal Trust LifeTime Hybrid 2050 Inst Fund | Other securities | — | — | $1.1M | 9.5% | |
| Principal Trust LifeTime Hybrid 2015 Inst Fund 45 * Principal Trust LifeTime Hybrid 2070 Inst Fund 34 * Principal Trust LifeTime Hybrid Incom Fund 33 Investment Contract with Insurance Company * Principal Life Insurance Company Fixed Income Guaranteed Option Fund | Common Stocks | — | — | $894K | 7.6% | |
| Principal Trust LifeTime Hybrid 2020 Inst Fund | Other securities | — | — | $892K | 7.5% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $775K | 6.5% | |
| Fidelity Investments Fidelity Advisor Total Bond Z Fund | Mutual Funds | — | — | $531K | 4.5% | |
| Fidelity Investments Fidelity LC Gr Index Fund | Common Collective Trusts | — | — | $444K | 3.7% | |
| Janus International Holding, LLC Enterprise Return Fund | Mutual Funds | — | — | $232K | 2.0% | |
| Principal Trust MidCap S&P 400 Index Inst Fund | Other securities | — | — | $230K | 1.9% | |
| Janus International Holding, LLC Triton Return Fund | Mutual Funds | — | — | $219K | 1.8% | |
| Columbia Funds Divident Income I3 Fund | Other securities | — | — | $209K | 1.8% | |
| Principal Trust LifeTime Hybrid 2060 Inst Fund | Other securities | — | — | $190K | 1.6% | |
| JPMorgan Emerging Markets Equity Fund | Other securities | — | — | $178K | 1.5% | |
| Principal Trust SmallCap Growth I Inst Fund | Other securities | — | — | $160K | 1.4% | |
| Principal Trust Diversified International Inst Fund | Other securities | — | — | $130K | 1.1% | |
| Principal Trust SmallCap S&P 600 Index Inst Fund | Other securities | — | — | $82K | 0.7% | |
| Principal Trust LifeTime Hybrid 2045 Inst Fund | Other securities | — | — | $77K | 0.7% | |
| Principal Trust LifeTime Hybrid 2035 Inst Fund | Other securities | — | — | $74K | 0.6% | |
| Principal Trust MidCap Value I Inst Fund | Other securities | — | — | $69K | 0.6% | |
| Principal Trust LifeTime Hybrid 2055 Inst Fund | Other securities | — | — | $68K | 0.6% | |
| The American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $55K | 0.5% | |
| (E) | Other securities | — | $55K | $36K | 0.3% | |
| Franklin Templeton Investments Small Cap Value R6 Fund | Mutual Funds | — | — | $36K | 0.3% | |
| Principal Trust LifeTime Hybrid 2065 Inst Fund | Other securities | — | — | $17K | 0.1% | |
| Principal Trust LifeTime Hybrid 2025 Inst Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $0 | — |
