Johnny Bates signed QCHC Management Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
QCHC Management Services' EIN is 81-4598494.
Download the official 2024 Form 5500 (PDF) for QCHC Management Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)QCHC Management Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANCTUARY SECURITIES, INC | 36-2957364 | INDIANAPOLIS, IN | ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Registered investment company | Mutual Funds | — | — | $581K | 15.2% | |
| American Funds 2035 Target Date Retirement Fund Class R6 American Funds Registered investment company | Mutual Funds | — | — | $493K | 12.9% | |
| American Funds 2050 Target Date Retirement Fund Class R6 American Funds Registered investment company | Mutual Funds | — | — | $423K | 11.1% | |
| American Funds 2055 Target Date Retirement Fund Class R6 American Funds Registered investment company | Mutual Funds | — | — | $332K | 8.7% | |
| American Funds 2040 Target Date Retirement Fund Class R6 American Funds Registered investment company | Mutual Funds | — | — | $270K | 7.1% | |
| American Funds 2030 Target Date Retirement Fund Class R6 American Funds Registered investment company | Mutual Funds | — | — | $219K | 5.7% | |
| American Funds 2045 Target Date Retirement Fund Class R6 American Funds Registered investment company | Mutual Funds | — | — | $202K | 5.3% | |
| American Funds Registered investment company | Mutual Funds | — | — | $180K | 4.7% | |
| Vanguard Small-Cap Index Fund Admiral Shares Voya Registered investment company | Common Collective Trusts | — | — | $178K | 4.7% | |
| American Funds 2025 Target Date Retirement Fund Class R6 American Funds Registered investment company | Mutual Funds | — | — | $158K | 4.1% | |
| American Funds 2060 Target Date Retirement Fund Class R6 American Funds Registered investment company | Mutual Funds | — | — | $140K | 3.7% | |
| Carillon Registered investment company | Common Stocks | — | — | $108K | 2.8% | |
| American Funds 2020 Target Date Retirement Fund Class R6 Participant loans Interest rates ranging from 4.25% to 9.50% - | Mutual Funds | — | — | $102K | 2.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard Registered investment company | Common Collective Trusts | — | — | $97K | 2.5% | |
| Vanguard Large Cap Index Fund Admiral Shares Vanguard Registered investment company | Common Collective Trusts | — | — | $93K | 2.4% | |
| U.S. Treasury Money market fund | Cash / Money Market | — | — | $90K | 2.4% | |
| Dodge & Cox Income Fund PIMCO Registered investment company 986 PIMCO Income Fund Institutional Class Vanguard Registered investment company | Mutual Funds | — | — | $66K | 1.7% | |
| Dodge & Cox Registered investment company | Mutual Funds | — | — | $40K | 1.0% | |
| The Hartford International Opportunities Fund Class R6 Vanguard Registered investment company | Mutual Funds | — | — | $30K | 0.8% | |
| Hartford Registered investment company | Common Stocks | — | — | $6K | 0.2% | |
| American Funds Registered investment company 77 American Funds American Balanced Fund Class R6 American Funds Registered investment company | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
