EPSM LLC DBA QPD's EIN is 82-2721257.
Download the official 2024 Form 5500 (PDF) for EPSM LLC DBA QPD from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EPSM LLC DBA QPD's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $19K | — |
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREISZ ASSOCIATES | 93-1297546 | — | ADVISOR |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $638K | 16.4% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $428K | 11.0% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $413K | 10.6% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $279K | 7.2% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $260K | 6.7% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $218K | 5.6% | |
| Vanguard Federal Money Market Inv Interest Bearing Cash | Mutual Funds | — | — | $213K | 5.5% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $202K | 5.2% | |
| Vanguard Growth Index Adm Mutual Fund | Mutual Funds | — | — | $195K | 5.0% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $133K | 3.4% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $116K | 3.0% | |
| Loans Participant Loans*** | Participant loans | — | — | $85K | 2.2% | |
| Voya Intermediate Bond R6 Mutual Fund ** $919 DFA U.S. Small Cap Portfolio I Mutual Fund | Mutual Funds | — | — | $72K | 1.9% | |
| Vanguard Mid-Cap Value Index Adm Mutual Fund | Mutual Funds | — | — | $49K | 1.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $48K | 1.2% | |
| Schwab Fundamental U.S. Large Comp Index Mutual Fund | Mutual Funds | — | — | $44K | 1.1% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | Mutual Funds | — | — | $35K | 0.9% | |
| JPMorgan International Equity R6 Mutual Fund | Other securities | — | — | $31K | 0.8% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $30K | 0.8% | |
| T. Rowe Price DivMid Cap Gr Inv Mutual Fund | Other securities | — | — | $26K | 0.7% | |
| DFA Emerging Markets Core Eqty 2 Port Mutual Fund | Mutual Funds | — | — | $9K | 0.2% | |
| Cohen & Steers Real Estate Secs Z Mutual Fund | Other securities | — | — | $8K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund ** $268 * Vanguard Total Bond Market Index Adm Mutual Fund | Mutual Funds | — | — | $7K | 0.2% | |
| Federated Hermes Instl Hiyd Bd R6 Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $8K |
| — |
