Julie Whitlock signed Qliktech Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Qliktech Inc.'s EIN is 98-0151014.
Download the official 2024 Form 5500 (PDF) for Qliktech Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Qliktech Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NT SANDP 500 INDEX NL-TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $24.2M | 13.2% | |
| Harbor Capital Appreciation Instl | Other securities | — | — | $17.8M | 9.7% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $11.0M | 6.0% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $10.2M | 5.6% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $10.0M | 5.4% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $9.9M | 5.4% | |
| John Hancock Disciplined Value R6 | Other securities | — | — | $9.8M | 5.3% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $8.1M | 4.4% | |
| Metropolitan West Total Return Bond I | Other securities | — | — | $7.3M | 4.0% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $7.2M | 3.9% | |
| BlackRock Mid Cap Growth Equity K | Other securities | — | — | $6.2M | 3.4% | |
| MFS International Intrinsic Value R6 | Mutual Funds | — | — | $6.1M | 3.3% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $6.1M | 3.3% | |
| NT EXTENDED EQUITY MKT INDEX NL-TIE NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $5.1M | 2.8% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $5.1M | 2.8% | |
| NT AGGREGATE BOND INDEX NL-TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $4.8M | 2.6% | |
| Northern Trust All Country World ex-US Index-Tier 3 | Other securities | — | — | $4.7M | 2.6% | |
| NT ACWI EX-US IMI-DC-NL-TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $4.7M | 2.6% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $4.7M | 2.5% | |
| RELIANCE TRST NY LIFE ANCHOR-SER I- NEW YORK LIFE (NOT INSURANCE FUND) · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $4.0M | 2.2% | |
| Alliance Bernstein Small Cap Growth Z | Other securities | — | — | $3.3M | 1.8% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $3.2M | 1.8% | |
| Delaware Small Cap Value R6 | Other securities | — | — | $2.6M | 1.4% | |
| Principal Real Estate Securities Inst | Other securities | — | — | $1.8M | 1.0% | |
| Notes Receivable from Participants Interest rates from 4.5% to 10.50%; Maturity | Bonds / Notes | — | — | $1.3M | 0.7% | |
| BlackRock High Yield Bond Portfolio | Other securities | — | — | $1.2M | 0.7% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $1.2M | 0.6% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $767K | 0.4% | |
| T. Rowe Price Real Estate Securities Inst | Other securities | — | — | $156K | <0.1% | |
| T. Rowe Price Retirement 2015 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.
| — |
| RALEIGH, NC |
| INVESTMENT ADVISOR |
| $162K |
| — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $30 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $20 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | SECURITIES BROKER | $25 | — |
