Back to filter
Original filing (PDF)20251006113948NAL0002027923001
QUILLING, SELANDER, LOWNDS, WINSLETT & MOSER, P.C.
Form 5500
FILING_RECEIVED
QUILLING, SELANDER, LOWNDS, WINSLETT & MOSER, P.C. RETIREMENT PLAN AND TRUST
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
89
Accounts w/ balance
127
Plan assets (EOY)
$44.0M
Net assets (EOY)
$44.0M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: MIP CL 1 (no filing on disk)]" is 100% of plan.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUILLING, SELANDER, LOWNDS, WINSLETT & MOSER, P.C..
Plan sponsor
Name
QUILLING, SELANDER, LOWNDS, WINSLETT & MOSER, P.C.
EIN
75-2459334
Address
2001 BRYAN STREET · SUITE #1800 · DALLAS, TX · 752013071
Phone
(214) 871-2100
Industry
Law Offices· 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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
EEPB, P.C.
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 | $3K | — |
Investments
1 pooled fund· $224K(1% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $224K | 0.5% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Law Offices plans
HANSEN, JACOBSON, TELLER, HOBERMAN,NEWMAN, WARREN, RICHMAN, RUSH, KALL
HANSEN, JACOBSON, TELLER, HOBERMAN, NEWMAN, WARREN, RICHMAN, RUSH, KALLER, GELLMAN, MEIGS & FOX, L.L.P. 401(K) & PROFIT SHARING PLAN
$44.0M · 68 participants
HUNTER, MACLEAN, EXLEY & DUNN, P.C.
HUNTER, MACLEAN, EXLEY & DUNN, P.C. 401(K) PROFIT SHARING PLAN
$44.0M · 97 participants
KENNEDYS CMK LLP
KENNEDYS CMK LLP 401(K) PROFIT SHARING PLAN AND TRUST
$44.0M · 437 participants
MASUDA, FUNAI, EIFERT & MITCHELL, LTD.
MASUDA, FUNAI, EIFERT & MITCHELL, LTD PROFIT SHARING 401(K) RETIREMENT PLAN
$44.0M · 80 participants
TAFT STETTINIUS & HOLLISTER LLP
TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS
$44.0M · 465 participants
PATTISHALL, MCAULIFFE, NEWBURY, HILLIARD & GERALDSON LLP
PATTISHALL, MCAULIFFE, NEWBURY, HILLIARD & GERALDSON LLP PROFIT SHARING & 401(K) PLAN & TRUST
$44.0M · 39 participants
Large plans in Texas
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
EXXON MOBIL CORPORATION
EXXONMOBIL SAVINGS PLAN
$23.7B · 23,971 participants