Keanna Nichols signed Qualis Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Qualis Corporation's EIN is 63-1094718.
Download the official 2024 Form 5500 (PDF) for Qualis Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Qualis Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $5.2M | 11.4% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | Mutual Funds | — | — | $5.0M | 10.9% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | Mutual Funds | — | — | $3.8M | 8.3% | |
| Fidelity Freedom Index 2020 Fund Mutual Fund | Mutual Funds | — | — | $3.7M | 8.1% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | Mutual Funds | — | — | $3.7M | 8.0% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | Mutual Funds | — | — | $3.2M | 7.1% | |
| AB Large Cap Growth Mutual Fund | Other securities | — | — | $2.4M | 5.2% | |
| Ivy Science & Technology I Mutual Fund | Other securities | — | — | $2.0M | 4.4% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | Mutual Funds | — | — | $1.9M | 4.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 4.1% | |
| Gabelli US Money Market I Money Market Fund | Cash / Money Market | — | — | $1.5M | 3.4% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | Mutual Funds | — | — | $1.5M | 3.2% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 2.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $824K | 1.8% | |
| Dodge & Cox Stock Mutual Fund | Mutual Funds | — | — | $657K | 1.4% | |
| MFS International Value R4 Mutual Fund | Mutual Funds | — | — | $569K | 1.2% | |
| Wells Fargo Advantage Spec Mid-Cap Val I Mutual Fund | Other securities | — | — | $562K | 1.2% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | Mutual Funds | — | — | $522K | 1.1% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $507K | 1.1% | |
| Prudential Jennison Utility Z Mutual Fund | Other securities | — | — | $505K | 1.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $453K | 1.0% | |
| Fidelity Freedom Index 2010 Fund Mutual Fund | Mutual Funds | — | — | $404K | 0.9% | |
| Fidelity Freedom Index 2015 Fund Mutual Fund | Mutual Funds | — | — | $373K | 0.8% | |
| Fidelity Intl Index Mutual Fund | Mutual Funds | — | — | $365K | 0.8% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $365K | 0.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $357K | 0.8% | |
| Fidelity Small Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $292K | 0.6% | |
| Oppenheimer Gold & Special Minerals I Mutual Fund | Mutual Funds | — | — | $280K | 0.6% | |
| PIMCO Income Inst Mutual Fund | Mutual Funds | — | — | $247K | 0.5% | |
| Undiscovered Mgrs Behavioral Value Inst Mutual Fund | Other securities | — | — | $222K | 0.5% | |
| PIMCO Short-Term Inst Mutual Fund | Mutual Funds | — | — | $213K | 0.5% | |
| Dodge & Cox Balanced Mutual Fund | Mutual Funds | — | — | $187K | 0.4% | |
| First Eagle Global I Mutual Fund | Other securities | — | — | $174K | 0.4% | |
| Fidelity Freedom Index Income Fund Mutual Fund | Mutual Funds | — | — | $173K | 0.4% | |
| Principal Real Estate Securities Inst Mutual Fund | Other securities | — | — | $172K | 0.4% | |
| BlackRock High Yield Bond Instl Mutual Fund | Other securities | — | — | $132K | 0.3% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | Mutual Funds | — | — | $107K | 0.2% | |
| J.P. Morgan Income Builder Select Mutual Fund | Other securities | — | — | $99K | 0.2% | |
| Invesco Equity and Income Y Mutual Fund | Mutual Funds | — | — | $48K | 0.1% | |
| Federated Hermes Capital Preservation Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $9K | <0.1% | |
| FH CAP PRESRVN IP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
