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Original filing (PDF)20250724094730NAL0005138065001
QUALIFACTS SYSTEMS, LLC
Form 5500
FILING_RECEIVED
QUALIFACTS SYSTEMS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
386
Accounts w/ balance
560
Plan assets (EOY)
$33.2M
Net assets (EOY)
$33.2M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUALIFACTS SYSTEMS, LLC.
Plan sponsor
Name
QUALIFACTS SYSTEMS, LLC
EIN
62-1820098
Address
315 DEADERICK ST. STE 2300 · NASHVILLE, TN · 37238
Phone
(615) 386-6755
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
2025-07-24
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | NONE | $69K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $49K | — |
Investments
21 direct securities· $33.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Int-Term Bd Indx Adm | — | — | — | $6.0M | 18.0% | |
| Vanguard 500 index Admiral | — | — | — | $6.0M | 17.9% | |
| Vanguard Dev Mkts Index Adm | — | — | — | $4.4M | 13.4% | |
| Vanguard Balanced Index Adm | — | — | — | $2.8M | 8.5% | |
| Standard Insurance Company Stable Asset D | — | — | — | $2.8M | 8.5% | |
| Vanguard Growth Index Admiral | — | — | — | $2.8M | 8.4% | |
| Vanguard Value Index Adm | — | — | — | $2.7M | 8.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $1.6M | 4.9% | |
| Vanguard Mid Cap Grwth Idx Adm | — | — | — | $953K | 2.9% | |
| Vanguard Mid Cap Val Indx Adm | — | — | — | $904K | 2.7% | |
| Vanguard Info Tech Indx Adm | — | — | — | $741K | 2.2% | |
| dates through June 2032 - | — | — | — | $607K | 1.8% | |
| JP Morgan Growth Adv R6 | — | — | — | $277K | 0.8% | |
| Vanguard Health Care Idx Adm | — | — | — | $193K | 0.6% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $51K | 0.2% | |
| JP Morgan Equity Inc | — | — | — | $49K | 0.1% | |
| PGIM Total Ret Bond R6 | — | — | — | $46K | 0.1% | |
| PGIM High Yield R6 | — | — | — | $31K | <0.1% | |
| Fidelity Adv Intl Cap App Z | — | — | — | $27K | <0.1% | |
| Clearbridge Smallcap Growth IS | — | — | — | $25K | <0.1% | |
| MFS New Discovery Value R6 | — | — | — | $5K | <0.1% |
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