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Original filing (PDF)20251126032135NAL0002241443001
LLOYD'S REGISTER QUALITY ASSURANCE, INC.
Form 5500
FILING_RECEIVED
LRQA 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosureLate filing · 0.3 mo
Active participants
98
Accounts w/ balance
142
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
84
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Filed 0.3 months past the 10.5-month grace window.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LLOYD'S REGISTER QUALITY ASSURANCE, INC..
Plan sponsor
Name
LLOYD'S REGISTER QUALITY ASSURANCE, INC.
EIN
76-0647574
Address
2101 CITYWEST BLVD · HOUSTON, TX · 77042
Phone
(346) 509-8045
Industry
All Other Professional Services· 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
2025-11-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY, UK LLP
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 | -$6K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities· $19.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Short-Term Bond Fund® Registered Investment Company ** 3 * Fidelity Growth Company K Fund® Registered Investment Company | — | — | — | $4.0M | 20.5% | |
| Fidelity Freedom K 2030 Fund® Registered Investment Company | — | — | — | $2.2M | 11.1% | |
| Fidelity 500 Index Fund® Registered Investment Company | — | — | — | $2.0M | 10.0% | |
| Fidelity Freedom K 2045 Fund® Registered Investment Company | — | — | — | $1.9M | 9.5% | |
| Fidelity Freedom K 2020 Fund® Registered Investment Company | — | — | — | $1.7M | 8.6% | |
| Fidelity Freedom K 2050 Fund® Registered Investment Company | — | — | — | $1.4M | 7.1% | |
| Fidelity Freedom K 2025 Fund® Registered Investment Company | — | — | — | $947K | 4.8% | |
| Fidelity Freedom K 2035 Fund® Registered Investment Company | — | — | — | $836K | 4.3% | |
| Vanguard Windsor II Admiral Fund Registered Investment Company | — | — | — | $795K | 4.1% | |
| JP Morgan Mid Cap Growth Fund Registered Investment Company | — | — | — | $788K | 4.0% | |
| Fidelity Freedom K 2040 Fund® Registered Investment Company | — | — | — | $535K | 2.7% | |
| Fidelity Puritan K Fund® Registered Investment Company | — | — | — | $273K | 1.4% | |
| T. Rowe Price Overseas Stock Fund Registered Investment Company | — | — | — | $263K | 1.3% | |
| Cohen & Steers Institutional Realty Shares Registered Investment Company | — | — | — | $257K | 1.3% | |
| Fidelity Freedom K 2055 Fund® Registered Investment Company | — | — | — | $223K | 1.1% | |
| Vanguard Strategic Equity Fund Registered Investment Company | — | — | — | $212K | 1.1% | |
| Fidelity Retirement Government II Money Market Fund® Money Market Fund | — | — | — | $199K | 1.0% | |
| Fidelity Small Cap Index Fund® Registered Investment Company | — | — | — | $148K | 0.8% | |
| Vanguard Total International Stock Fund Registered Investment Company | — | — | — | $95K | 0.5% | |
| HL Emerging Markets Fund Registered Investment Company | — | — | — | $92K | 0.5% | |
| Fidelity US Bond Index Advantage Fund® Registered Investment Company | — | — | — | $84K | 0.4% | |
| Fidelity Freedom K 2015 Fund® Registered Investment Company | — | — | — | $81K | 0.4% | |
| Fidelity Strategic Income Fund® Registered Investment Company | — | — | — | $65K | 0.3% | |
| Fidelity Extended Market Fund® Registered Investment Company | — | — | — | $59K | 0.3% | |
| Fidelity Investment Grace Bond Fund® Registered Investment Company | — | — | — | $57K | 0.3% | |
| Fidelity Freedom K 2060 Fund® Registered Investment Company | — | — | — | $32K | 0.2% | |
| Fidelity Freedom Income K Fund® Registered Investment Company | — | — | — | $24K | 0.1% | |
| Fidelity Freedom K 2065 Fund® Registered Investment Company | — | — | — | $19K | <0.1% |
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