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Original filing (PDF)20251013133113NAL0000655891001
PS OPERATING COMPANY LLC DBA QC SUPPLY
Form 5500
FILING_RECEIVED
PS OPERATING COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
170
Accounts w/ balance
242
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
How this plan invests
This plan
1 pooled trust
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PS OPERATING COMPANY LLC DBA QC SUPPLY.
Plan sponsor
Name
PS OPERATING COMPANY LLC DBA QC SUPPLY
EIN
87-3522010
Address
574 ROAD 11 · SCHUYLER, NE · 68661
Phone
(402) 352-4161
Industry
Wholesale Tradesee 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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
LUTZ & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $36K | — |
Investments
28 direct securities · 1 pooled fund· $12.1M(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
$12.0M
28 holdings
Common Collective Trust
$169K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2040 Inv Fund | — | — | — | $2.5M | 21.0% | |
| Vanguard Tgt Rmt 2045 Inv Fund | — | — | — | $1.4M | 11.6% | |
| Vanguard Tgt Rmt 2035 Inv Fund | — | — | — | $1.4M | 11.3% | |
| Vanguard Tgt Rmt 2060 Inv Fund | — | — | — | $1.3M | 10.9% | |
| Vanguard Tgt Rmt 2055 Inv Fund | — | — | — | $1.2M | 9.8% | |
| Vanguard Tgt Rmt 2050 Inv Fund | — | — | — | $1.1M | 9.3% | |
| Vanguard Tgt Rmt 2025 Inv Fund | — | — | — | $887K | 7.4% | |
| Vanguard Tgt Rmt 2020 Inv Fund | — | — | — | $309K | 2.6% | |
| Fidelity 500 Index Fund | — | — | — | $275K | 2.3% | |
| Am Fds Bd Fd of Am R6 Fd | — | — | — | $229K | 1.9% | |
| Vanguard Tgt Rmt 2030 Inv Fund | — | — | — | $180K | 1.5% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $169K | 1.4% | |
| ClearBridge Large Cap Growth I Fund | — | — | — | $169K | 1.4% | |
| Vanguard Equity-Inc Adm Fund | — | — | — | $137K | 1.1% | |
| Vanguard Developed Markets Index Fund | — | — | — | $113K | 0.9% | |
| Participant Loans | — | — | — | $112K | 0.9% | |
| Notes Receivable from Participants | — | — | — | $112K | 0.9% | |
| JPMorgan Core Plus Bond Fund | — | — | — | $112K | 0.9% | |
| MFS Mid Cap Growth Fund | — | — | — | $109K | 0.9% | |
| Macquarie Small Cap Value Fund | — | — | — | $91K | 0.8% | |
| Schwab Small Cap Index Fund | — | — | — | $68K | 0.6% | |
| Vanguard Mid Cap Index Fund | — | — | — | $49K | 0.4% | |
| NYLI MacKay Hi Y Cp Bd R6 | — | — | — | $37K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $36K | 0.3% | |
| MACQUARIE SMALL CAP GROWTH R6 | — | — | — | $33K | 0.3% | |
| Nuveen Mid Cap Value Fund | — | — | — | $12K | <0.1% | |
| T Rowe Price Overseas Fund | — | — | — | $6K | <0.1% | |
| DFA EMERG MRKTS SMALL CAP I FD | — | — | — | $2K | <0.1% | |
| Cohen & Steers Instl Realty Shares Fund | — | — | — | $2K | <0.1% |
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