Devina Whitley signed The QT Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The QT Company's EIN is 99-0363572.
Download the official 2024 Form 5500 (PDF) for The QT Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The QT Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.1M | 11.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.0M | 11.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.5M | 8.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.4M | 7.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.2M | 6.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $929K | 5.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $841K | 4.7% | |
| FIDELITY BLUE CHIP GROWTH FUND | Registered Investment Companies | — | — | $736K | 4.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $666K | 3.8% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $607K | 3.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $464K | 2.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $422K | 2.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $412K | 2.3% | |
| FIDELITY ADV LARGE CAP I | Registered Investment Companies | — | — | $408K | 2.3% | |
| GSACHS TECHNOLOGY OPPS I | Registered Investment Companies | — | — | $406K | 2.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $391K | 2.2% | |
| FIDELITY CONTRAFUND | Registered Investment Companies | — | — | $328K | 1.9% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $289K | 1.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $278K | 1.6% | |
| BLACKROCK EQ DIV - INSTL | Registered Investment Companies | — | — | $268K | 1.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $266K | 1.5% | |
| GS SM MID CAP GR INSTL | Registered Investment Companies | — | — | $241K | 1.4% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $186K | 1.0% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $163K | 0.9% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $159K | 0.9% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $111K | 0.6% | |
| LOOMIS SAYLES CORE PL BD Y | Registered Investment Companies | — | — | $106K | 0.6% | |
| FIDELITY GOVERNMENT INCOME | Registered Investment Companies | — | — | $100K | 0.6% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $88K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $79K | 0.4% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $77K | 0.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $71K | 0.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $65K | 0.4% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $63K | 0.4% | |
| BUFFALO SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $42K | 0.2% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $35K | 0.2% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $30K | 0.2% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $19K | 0.1% | |
| TEMPLETON GLOBAL BOND FUND R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $35K |
| — |
