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Original filing (PDF)20250915124706NAL0001777504001
QUALITY STRUCTURES, LLC
Form 5500
FILING_RECEIVED
AMBASSADOR SUPPLY AFFILIATES 401(K) PLAN
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
487
Accounts w/ balance
435
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
5 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Principal Fixed Income Guaranteed Option 293,214 shares" is 25% of plan.
- 48 bps in Schedule C fees — 65% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUALITY STRUCTURES, LLC.
Plan sponsor
Name
QUALITY STRUCTURES, LLC
EIN
84-2846245
Address
2817 E. DUPONT ROAD · FORT WAYNE, IN · 468251668
Phone
(260) 437-7680
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MONROE, SWEERIS & TROMP P.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 82-3226180 | — | INVESTMENT ADVISORY | $16K | — |
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $30K | — |
Investments
18 direct securities · 5 pooled funds· $14.3M(100% 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.
Uncategorized
$9.7M
18 holdings
Pooled Separate Account
$4.7M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Fixed Income Guaranteed Option 293,214 shares | — | — | $293K | $2.8M | 25.3% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2.1M | 19.1% | |
| Principal Global Investors-Principal Core Fixed income Seperate Account-Z 117,343 shares | — | — | $117K | $2.1M | 19.1% | |
| Principal Global Investors- Principal Diversified International Seperate Account-Z 9,652 shares | — | — | $10K | $1.3M | 11.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.3M | 11.5% | |
| MFS Growth Fund 5,932 shares | — | — | $6K | $1.2M | 11.0% | |
| Vanguard Windsor II Fund 12,863 shares | — | — | $13K | $1.0M | 9.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $3K | $881K | 8.0% | |
| (continued) MFS MID CAP GROWTH FUND 10,971 shares | — | — | $11K | $345K | 3.1% | |
| Undiscovered Managers Behavioral Value Fund 3,102 shares | — | — | $3K | $261K | 2.4% | |
| Allspring Special Mid Cap Value Fund 5,237 shares | — | — | $5K | $250K | 2.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $2K | $226K | 2.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $2K | $211K | 1.9% | |
| DFA US Small Cap Growth Portfolio 5,134 shares | — | — | $5K | $148K | 1.3% | |
| NEW WORLD FUND Inc 1,019 shares | — | — | $1K | $78K | 0.7% | |
| iShares MSCI EAFE International Index Fund 2,502 shares | — | — | $3K | $38K | 0.3% | |
| Invesco Corporate Bond Fund 5,667 shares | — | — | $6K | $35K | 0.3% | |
| BLACKROCK HIGH YIELD BOND PORTFOLIO 4,323 shares | — | — | $4K | $31K | 0.3% | |
| American Century Inflation Adjusted Bond Fund 2,746 shares | — | — | $3K | $28K | 0.3% | |
| PIMCO INCOME FUND 2,428 shares | — | — | $2K | $26K | 0.2% | |
| Fidelity US Bond Index 2,381 shares | — | — | $2K | $24K | 0.2% | |
| 3 482 772 * Participant loans - Notes receivable 5.75% - 9.50% | — | — | — | $23K | 0.2% | |
| (E) | — | — | $26K | $23K | 0.2% |
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