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Original filing (PDF)20251014075038NAL0002355697001
QUALITY PORK PROCESSORS, INCORPORATED
Form 5500
FILING_RECEIVED
QUALITY SELECT 401(K) PLAN
401(k) retirement plan
Active participants
1,422
Accounts w/ balance
950
Plan assets (EOY)
$28.0M
Net assets (EOY)
$28.0M
How this plan invests
This plan
17 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 52 bps in Schedule C fees — 79% above peer band of 29 bps.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUALITY PORK PROCESSORS, INCORPORATED.
Plan sponsor
Name
QUALITY PORK PROCESSORS, INCORPORATED
EIN
75-2199109
Address
15950 N. DALLAS PARKWAY, STE 600 · DALLAS, TX · 75248
Phone
(972) 590-5236
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-14
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
WATSON FINANCIAL, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC. | — | FAIRFIELD, IA | INVESTMENT ADVISORY | $42K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO, LLP | 94-6214841 | — | TPA | $42K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $23K | — |
Investments
13 direct securities · 17 pooled funds· $28.0M(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
$16.7M
13 holdings
Common Collective Trust
$11.4M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $4.8M | 17.1% | |
| Great-West Key Guaranteed Portfolio Fund | — | — | — | $4.6M | 16.3% | |
| PUTNAM RETIREMENT ADV 2030 FUND XA PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $2.5M | 8.9% | |
| Participant Loans maturity dates through 2036 | — | — | — | $1.8M | 6.3% | |
| PUTNAM RETIREMENT ADV TRST 2040 XA PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.5M | 5.5% | |
| Fidelity International Index | — | — | — | $1.4M | 5.2% | |
| PUTNAM RETIREMENT ADV 2050 FUND XA PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.3M | 4.7% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.3% | |
| Fidelity Mid Cap Index | — | — | — | $1.0M | 3.6% | |
| PUTNAM RETIREMENT ADV TRST 2055 XA PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $796K | 2.8% | |
| Fidelity US Bond Index | — | — | — | $666K | 2.4% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $650K | 2.3% | |
| PUTNAM RETIREMENT ADV 2035 FUND XA PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $625K | 2.2% | |
| PUTNAM RETIREMENT ADV 2045 FUND XA PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $596K | 2.1% | |
| PIMCO Income Instl | — | — | — | $592K | 2.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $429K | 1.5% | |
| PUTNAM RETIREMENT ADV 2025 FUND XA PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $421K | 1.5% | |
| Putnam Income R6 | — | — | — | $419K | 1.5% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $404K | 1.4% | |
| Fidelity Small Cap Index | — | — | — | $340K | 1.2% | |
| PUTNAM RETIREMENT ADV TRST 2060 XA PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $334K | 1.2% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $333K | 1.2% | |
| American Century Emerging Markets R6 | — | — | — | $290K | 1.0% | |
| LORD ABBETT SM CAP GROUP TR II LH GREAT GRAY · EIN 38-4139856 / PN 000 | Common Collective Trust | — | — | $254K | 0.9% | |
| DFA Real Estate Securities I | — | — | — | $244K | 0.9% | |
| PUTNAM RETIREMENT ADV 2065 XA PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $209K | 0.7% | |
| PIMCO Int Bond (USD-Hedged) Inst | — | — | — | $121K | 0.4% | |
| INTERNATIONAL GROWTH FUND CL R GREAT GRAY · EIN 26-3783561 / PN 001 | Common Collective Trust | — | — | $115K | 0.4% | |
| FIRST EAGLE SM CAP OPPORTUNITY CIT BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $20K | <0.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $13K | <0.1% |
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