Linda Hallmark signed Quiddity-1, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quiddity-1, Inc.'s EIN is 74-1848244.
Download the official 2023 Form 5500 (PDF) for Quiddity-1, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Quiddity-1, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $20.1M | 22.5% | |
| John Hancock Balanced I | Other securities | — | — | $18.5M | 20.7% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $8.7M | 9.7% | |
| JPMorgan Smart Retirement Blend 2060 | Other securities | — | — | $6.2M | 7.0% | |
| Baron Capital Baron Partners Institutional | Other securities | — | — | $4.6M | 5.1% | |
| Fidelity Growth Discovery K | Mutual Funds | — | — | $3.3M | 3.7% | |
| JPMorgan Smart Retirement Blend 2040 | Other securities | — | — | $3.2M | 3.6% | |
| TD Ameritrade Institutional Money Market Deposit Account | Cash / Money Market | — | — | $2.9M | 3.2% | |
| JPMorgan Smart Retirement Blend 2050 | Other securities | — | — | $2.4M | 2.7% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $2.0M | 2.2% | |
| JPMorgan Smart Retirement Blend 2025 | Other securities | — | — | $1.4M | 1.6% | |
| JPMorgan Smart Retirement Blend 2045 | Other securities | — | — | $1.4M | 1.6% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $1.3M | 1.4% | |
| JPMorgan Smart Retirement Blend 2035 | Other securities | — | — | $1.1M | 1.2% | |
| John Hancock Disciplined Value R6 | Other securities | — | — | $906K | 1.0% | |
| JPMorgan Emerging Markets Equity R6 | Other securities | — | — | $727K | 0.8% | |
| Vanguard Short-Term Federal Adm | Mutual Funds | — | — | $701K | 0.8% | |
| iShares Core S&P Mid-Cap | Other securities | — | — | $640K | 0.7% | |
| JPMorgan Hedged Equity Fund Class R6 | Other securities | — | — | $627K | 0.7% | |
| Vanguard FTSE Developed Market | Mutual Funds | — | — | $532K | 0.6% | |
| JPMorgan Smart Retirement Blend 2030 | Other securities | — | — | $520K | 0.6% | |
| PIMCO Income Instl | Mutual Funds | — | — | $481K | 0.5% | |
| iShares Core S&P Small-Cap | Other securities | — | — | $421K | 0.5% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $418K | 0.5% | |
| SPDR Technology Select Sector SPDR Fund | Other securities | — | — | $400K | 0.4% | |
| PGIM Floating Rate Income CL R6 | Bonds / Notes | — | — | $398K | 0.4% | |
| John Hancock International Growth | Other securities | — | — | $379K | 0.4% | |
| PGIM Short Duration High Yield Income R6 | Other securities | — | — | $346K | 0.4% | |
| John Hancock Small Cap Core R6 | Other securities | — | — | $321K | 0.4% | |
| New York Life Investments MainStay CBRE Real Estate R6 | Other securities | — | — | $301K | 0.3% | |
| iShares Core S&P 500 | Common Collective Trusts | — | — | $287K | 0.3% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $244K | 0.3% | |
| JPMorgan Core Plus Bond Fund R-6 | Other securities | — | — | $217K | 0.2% | |
| JPMorgan Smart Retirement Blend 2020 | Other securities | — | — | $209K | 0.2% | |
| Vanguard Tax Managed Fund FTSE Developed Markets | Mutual Funds | — | — | $197K | 0.2% | |
| JPMorgan Smart Retirement Income R6 | Other securities | — | — | $196K | 0.2% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $180K | 0.2% | |
| John Hancock Disciplined Value R6 | Other securities | — | — | $179K | 0.2% | |
| Participant Loans 9.00% - 9.50% 0 | Bonds / Notes | — | — | $175K | 0.2% | |
| T. Rowe Price Health Sciences Fund Cl I | Other securities | — | — | $168K | 0.2% | |
| iShares Core S&P Mid-Cap | Other securities | — | — | $162K | 0.2% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $162K | 0.2% | |
| JP Morgan Emerging Markets | Other securities | — | — | $162K | 0.2% | |
| Franklin Small Mid-Cap Growth R6 | Mutual Funds | — | — | $152K | 0.2% | |
| FullerThaler Behavioral Small-Cap Equity | Other securities | — | — | $144K | 0.2% | |
| Vanguard International Value Inv | Mutual Funds | — | — | $126K | 0.1% | |
| MFS International Growth | Mutual Funds | — | — | $126K | 0.1% | |
| American Century Small Cap Growth | Other securities | — | — | $90K | 0.1% | |
| iShares Core S&P 500 | Common Collective Trusts | — | — | $87K | <0.1% | |
| Pacific Funds Strategic Income Fund Cl I | Other securities | — | — | $72K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
