Judith Morris signed QPS MRA, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
QPS MRA, LLC's EIN is 80-0877209.
Download the official 2024 Form 5500 (PDF) for QPS MRA, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)QPS MRA, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSIDEOUT WEALTH STRATEGIES LLC | 82-3108333 | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.0M | 19.9% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $800K | 15.2% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $449K | 8.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 528 REGISTERED INVESTMENT COMPANY CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $430K | 8.2% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $311K | 5.9% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $292K | 5.5% | |
| MACQUARIE VALUE R6 | Registered Investment Companies | — | — | $201K | 3.8% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $180K | 3.4% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $169K | 3.2% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $164K | 3.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $151K | 2.9% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $148K | 2.8% | |
| HTFD SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $143K | 2.7% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $140K | 2.7% | |
| VICTORY INTEGRITY SMCAP VAL R6 | Registered Investment Companies | — | — | $97K | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $86K | 1.6% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $80K | 1.5% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $79K | 1.5% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $67K | 1.3% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $45K | 0.9% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $31K | 0.6% | |
| AB SUSTAIN GLB THEMATIC GR I | Registered Investment Companies | — | — | $27K | 0.5% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $22K | 0.4% | |
| TRP RETIREMENT 2015 I 170 REGISTERED INVESTMENT COMPANY LORD ABBETT HIGH YIELD FUND R6 254 REGISTERED INVESTMENT COMPANY GDS EMG MKT EQ INSIGHTS R6 | Registered Investment Companies | — | — | $13K | 0.3% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $9K | 0.2% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $2K | <0.1% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $11K |
| — |
