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Original filing (PDF)20251015155427NAL0010490338001
QUADIENT, INC.
Form 5500
FILING_RECEIVED
HASLER, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 3
100% in single holding~239 bps in Sched C fees7 service providers
Active participants
35
Accounts w/ balance
—
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "INTEREST-BEARING CASH SHARES * JP Morgan US Government MM Institutional - 5.01%" is 100% of plan.
- 239 bps in Schedule C fees — 724% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUADIENT, INC..
Plan sponsor
Name
QUADIENT, INC.
EIN
94-2388882
Address
478 WHEELERS FARMS ROAD · MILFORD, CT · 06461
Phone
(203) 301-3400
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK STREET CONSULTING, INC | 84-0854432 | — | INVESTMENT ADVISOR | $14K | — |
| MORGAN STANLEY INST INVEST ADVISOR | 11-3658445 | — | INVESTMENT ADVISOR | $10K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 36-3051915 | — | PLAN ADMINISTRATOR | $119K | — |
| THE SEGAL COMPANY | 13-1835864 | — | PLAN ADMINISTRATOR | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFK O'CONNOR DAVIES, LLP | 27-1728945 | — | PLAN AUDITOR | $23K | — |
Actuary
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 36-3051915 | — | PLAN ACTUARY | $55K | — |
| THE SEGAL COMPANY | 13-1835864 | — | PLAN ACTUARY | $28K | — |
Investments
1 direct security· $10.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INTEREST-BEARING CASH SHARES * JP Morgan US Government MM Institutional - 5.01% | — | — | $10.7M | $10.7M | 99.7% |
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