Katherine KERR-Jones signed Quiddity Engineering, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quiddity Engineering, LLC's EIN is 87-3888184.
Download the official 2024 Form 5500 (PDF) for Quiddity Engineering, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quiddity Engineering, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
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 | — | NONE | $59K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Self-Direct Invest Fund V Schwab 0 | Mutual Funds | — | — | $22.5M | 20.3% | |
| JHancock Balanced R6 John Hancock 0 | Other securities | — | — | $20.0M | 18.0% | |
| Vanguard S&P 500 ETF Vanguard 0 | Common Collective Trusts | — | — | $12.2M | 11.0% | |
| Fidelity Growth Discovery K Fidelity 0 | Mutual Funds | — | — | $9.7M | 8.8% | |
| JPMorgan SmartRetirement Blend 2060 R6 JP Morgan 0 | Other securities | — | — | $8.9M | 8.1% | |
| JPMorgan SmartRetirement Blend 2040 R6 JP Morgan 0 | Other securities | — | — | $4.8M | 4.3% | |
| Vanguard Growth Index ETF Vanguard 0 | Mutual Funds | — | — | $3.5M | 3.1% | |
| JPMorgan SmartRetirement Blend 2050 R6 JP Morgan 0 | Other securities | — | — | $2.6M | 2.3% | |
| JPMorgan SmartRetirement Blend 2045 R6 JP Morgan 0 | Other securities | — | — | $2.4M | 2.2% | |
| WealthPlan Group Aggressive Growth WealthPlan 0 | Common Stocks | — | — | $2.2M | 2.0% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Mutual Funds | — | — | $2.0M | 1.8% | |
| American Century Small Cap Gr R6 American Century 0 | Other securities | — | — | $1.5M | 1.4% | |
| JPMorgan SmartRetirement Blend 2035 R6 JP Morgan 0 | Other securities | — | — | $1.4M | 1.2% | |
| JPMorgan SmartRetirement Blend 2025 R6 JP Morgan 0 | Other securities | — | — | $1.2M | 1.1% | |
| JHancock Disciplined Value R6 John Hancock 0 | Other securities | — | — | $1.1M | 1.0% | |
| JPMorgan SmartRetirement Blend 2030 R6 JP Morgan 0 | Other securities | — | — | $987K | 0.9% | |
| WealthPlan Group Moderate Growth WealthPlan 0 | Common Stocks | — | — | $941K | 0.8% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | Mutual Funds | — | — | $924K | 0.8% | |
| DFA Emerging Markets Core Eqty 2 Port DFA 0 | Mutual Funds | — | — | $893K | 0.8% | |
| Fidelity Advisor Worldwide Z Fidelity 0 | Mutual Funds | — | — | $818K | 0.7% | |
| Vanguard Information Tech Index Adm Vanguard 0 | Mutual Funds | — | — | $749K | 0.7% | |
| JPMorgan Hedged Equity R6 JP Morgan 0 | Other securities | — | — | $717K | 0.6% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $661K | 0.6% | |
| Vanguard Short-Term Federal Adm Vanguard 0 | Mutual Funds | — | — | $622K | 0.6% | |
| Vanguard Small Cap Index ETF Vanguard 0 | Mutual Funds | — | — | $579K | 0.5% | |
| Vanguard Mid-Cap Value Index ETF Vanguard 0 | Mutual Funds | — | — | $544K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $544K | 0.5% | |
| Vanguard FTSE Developed Markets ETF Vanguard 0 | Mutual Funds | — | — | $504K | 0.5% | |
| JHancock Small Cap Core R6 John Hancock 0 | Other securities | — | — | $493K | 0.4% | |
| PIMCO Income Instl PIMCO 0 | Mutual Funds | — | — | $493K | 0.4% | |
| PGIM Floating Rate Income R6 PGIM 0 | Bonds / Notes | — | — | $472K | 0.4% | |
| JPMorgan SmartRetirement Blend 2020 R6 JP Morgan 0 | Other securities | — | — | $388K | 0.4% | |
| JPMorgan SmartRetirement Income R6 JP Morgan 0 | Other securities | — | — | $323K | 0.3% | |
| NYLI CBRE Real Estate R6 NYLI 0 | Other securities | — | — | $316K | 0.3% | |
| WPP DIVIDEND ARISTOCRATS PORT I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 336 | Common Collective Trust | — | — | $311K | 0.3% | |
| PGIM Short Duration High Yield Inc R6 PGIM 0 | Common Stocks | — | — | $299K | 0.3% | |
| Vanguard Total Bond Market ETF Vanguard 0 | Mutual Funds | — | — | $292K | 0.3% | |
| T. Rowe Price Health Sciences I T. Rowe Price 0 | Other securities | — | — | $280K | 0.3% | |
| American Eupac R6 American Funds 0 | Mutual Funds | — | — | $279K | 0.3% | |
| Franklin Small-Mid Cap Growth R6 Franklin 0 | Mutual Funds | — | — | $271K | 0.2% | |
| JPMorgan Core Plus Bond R6 JP Morgan 0 | Other securities | — | — | $205K | 0.2% | |
| JHancock Infrastructure R6 John Hancock 0 | Other securities | — | — | $135K | 0.1% | |
| Vanguard Energy Index ETF Vanguard 0 | Mutual Funds | — | — | $123K | 0.1% | |
| WealthPlan Group Tactical All Weather WealthPlan 0 | Common Stocks | — | — | $103K | <0.1% | |
| Vanguard Small-Cap Value Index ETF Vanguard 0 | Mutual Funds | — | — | $74K | <0.1% | |
| DFA International Value Portfolio I DFA 0 | Mutual Funds | — | — | $64K | <0.1% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $64K | <0.1% | |
| JPMorgan SmartRetirement Blend 2055 R6 JP Morgan 0 | Other securities | — | — | $54K | <0.1% | |
| DFA Inflation-Protected Sec Port I DFA 0 | Mutual Funds | — | — | $53K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | Common Stocks | — | — | $15K | <0.1% |
