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Original filing (PDF)20250922154008NAL0005391793001
QUALIS CORPORATION
Form 5500
FILING_RECEIVED
QUALIS 401(K) PLAN
401(k) retirement plan
Active participants
293
Accounts w/ balance
531
Plan assets (EOY)
$45.7M
Net assets (EOY)
$45.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUALIS CORPORATION.
Plan sponsor
Name
QUALIS CORPORATION
EIN
63-1094718
Address
360B QUALITY CIRCLE, SUITE 250 · HUNTSVILLE, AL · 35806
Phone
(256) 971-1707
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
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
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Investments
39 direct securities · 2 pooled funds· $45.7M(100% of reported assets)
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.
Uncategorized
$43.8M
39 holdings
Common Collective Trust
$1.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $5.2M | 11.4% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | — | — | — | $5.0M | 10.9% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | — | — | — | $3.8M | 8.3% | |
| Fidelity Freedom Index 2020 Fund Mutual Fund | — | — | — | $3.7M | 8.1% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | — | — | — | $3.7M | 8.0% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | — | — | — | $3.2M | 7.1% | |
| AB Large Cap Growth Mutual Fund | — | — | — | $2.4M | 5.2% | |
| Ivy Science & Technology I Mutual Fund | — | — | — | $2.0M | 4.4% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | — | — | — | $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 | — | — | — | $1.5M | 3.4% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | — | — | — | $1.5M | 3.2% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | — | — | — | $1.1M | 2.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $824K | 1.8% | |
| Dodge & Cox Stock Mutual Fund | — | — | — | $657K | 1.4% | |
| MFS International Value R4 Mutual Fund | — | — | — | $569K | 1.2% | |
| Wells Fargo Advantage Spec Mid-Cap Val I Mutual Fund | — | — | — | $562K | 1.2% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | — | — | — | $522K | 1.1% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $507K | 1.1% | |
| Prudential Jennison Utility Z Mutual Fund | — | — | — | $505K | 1.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $453K | 1.0% | |
| Fidelity Freedom Index 2010 Fund Mutual Fund | — | — | — | $404K | 0.9% | |
| Fidelity Freedom Index 2015 Fund Mutual Fund | — | — | — | $373K | 0.8% | |
| Fidelity Intl Index Mutual Fund | — | — | — | $365K | 0.8% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | — | — | — | $365K | 0.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $357K | 0.8% | |
| Fidelity Small Cap Growth Index Fund Mutual Fund | — | — | — | $292K | 0.6% | |
| Oppenheimer Gold & Special Minerals I Mutual Fund | — | — | — | $280K | 0.6% | |
| PIMCO Income Inst Mutual Fund | — | — | — | $247K | 0.5% | |
| Undiscovered Mgrs Behavioral Value Inst Mutual Fund | — | — | — | $222K | 0.5% | |
| PIMCO Short-Term Inst Mutual Fund | — | — | — | $213K | 0.5% | |
| Dodge & Cox Balanced Mutual Fund | — | — | — | $187K | 0.4% | |
| First Eagle Global I Mutual Fund | — | — | — | $174K | 0.4% | |
| Fidelity Freedom Index Income Fund Mutual Fund | — | — | — | $173K | 0.4% | |
| Principal Real Estate Securities Inst Mutual Fund | — | — | — | $172K | 0.4% | |
| BlackRock High Yield Bond Instl Mutual Fund | — | — | — | $132K | 0.3% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | — | — | — | $107K | 0.2% | |
| J.P. Morgan Income Builder Select Mutual Fund | — | — | — | $99K | 0.2% | |
| Invesco Equity and Income Y Mutual Fund | — | — | — | $48K | 0.1% | |
| Federated Hermes Capital Preservation Fund Common Collective Trust Fund | — | — | — | $9K | <0.1% | |
| FH CAP PRESRVN IP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% |
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