Shelby Bell signed Quartus Engineering Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quartus Engineering Incorporated's EIN is 33-0782058.
Download the official 2024 Form 5500 (PDF) for Quartus Engineering Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quartus Engineering Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLIGENCE DRIVEN ADVISERS LLC | 83-2499358 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered investment companies Vanguard 500 Index Admiral Fd Mutual Fund Registered investment company | Common Collective Trusts | — | — | $5.4M | 20.9% | |
| Vanguard Tgt Rmt 2050 Inv Fund Mutual Fund Registered investment company | Mutual Funds | — | — | $3.8M | 14.6% | |
| Vanguard Tgt Rmt 2060 Inv Fund Mutual Fund Registered investment company | Mutual Funds | — | — | $1.8M | 6.9% | |
| Vanguard Growth Index Adm Fund Mutual Fund Registered investment company | Mutual Funds | — | — | $1.7M | 6.5% | |
| Vanguard Tgt Rmt 2055 Inv Fund Mutual Fund Registered investment company | Mutual Funds | — | — | $1.4M | 5.6% | |
| Vanguard Tgt Rmt 2035 Inv Fund Mutual Fund Registered investment company | Mutual Funds | — | — | $1.4M | 5.5% | |
| Vanguard Mid Cap Index Adm Fd Mutual Fund Registered investment company | Mutual Funds | — | — | $1.3M | 5.2% | |
| Vanguard Tgt Rmt 2045 Inv Fund Mutual Fund Registered investment company | Mutual Funds | — | — | $1.2M | 4.7% | |
| Vanguard Tgt Rmt 2065 Inv Fund Mutual Fund Registered investment company | Mutual Funds | — | — | $1.1M | 4.3% | |
| Vanguard Dev Mkts Index Adm Fd Mutual Fund Registered investment company | Mutual Funds | — | — | $807K | 3.1% | |
| Vanguard Tgt Rmt 2040 Inv Fund Mutual Fund Registered investment company | Mutual Funds | — | — | $740K | 2.9% | |
| Vanguard Sm Cap Index Adm Fund Mutual Fund Registered investment company | Mutual Funds | — | — | $575K | 2.2% | |
| Vanguard Tgt Rmt 2030 Inv Fund Mutual Fund Registered investment company | Mutual Funds | — | — | $558K | 2.2% | |
| Vanguard MidCp Grth Idx Adm Fd Mutual Fund Registered investment company | Common Collective Trusts | — | — | $515K | 2.0% | |
| * Principal Fixed Income Guarantee Option Guaranteed investment contract ** † | Guaranteed Income / GIC | — | — | $499K | 1.9% | |
| DFA Real Estate Secs I Fd Mutual Fund Registered investment company | Mutual Funds | — | — | $373K | 1.4% | |
| Vanguard Emg Mk Stk Idx Adm Fd Mutual Fund Registered investment company | Common Collective Trusts | — | — | $343K | 1.3% | |
| Hartford Dvdnd and Grwth R6 Fd Mutual Fund Registered investment company | Common Stocks | — | — | $308K | 1.2% | |
| Vanguard Sm Cap Gr Idx Adm Fd Mutual Fund Registered investment company | Common Collective Trusts | — | — | $292K | 1.1% | |
| DFA Infl Protected Sec I Fund Mutual Fund Registered investment company | Mutual Funds | — | — | $285K | 1.1% | |
| Am Fds Bd Fd of Am R6 Fd Mutual Fund Registered investment company | Common Stocks | — | — | $275K | 1.1% | |
| Various * Principal Self-Directed Brokerage Account Various | Self-Directed Brokerage | — | — | $241K | 0.9% | |
| Vanguard Sm Cap Val Idx Adm Fd Mutual Fund Registered investment company | Common Collective Trusts | — | — | $206K | 0.8% | |
| Vanguard MidCap Val Idx Adm Fd Mutual Fund Registered investment company | Common Collective Trusts | — | — | $189K | 0.7% | |
| Vanguard Tgt Rmt 2020 Inv Fund Mutual Fund Registered investment company | Mutual Funds | — | — | $110K | 0.4% | |
| (E) | Other securities | — | — | $93K | 0.4% | |
| September 2043 | Other securities | — | — | $93K | 0.4% | |
| DFA International Value I Fund Mutual Fund Registered investment company | Mutual Funds | — | — | $72K | 0.3% | |
| (E) | Other securities | — | — | $72K | 0.3% | |
| Nuveen Core Impact Bd R6 Fd Mutual Fund Registered investment company | Mutual Funds | — | — | $72K | 0.3% | |
| Vanguard Tgt Rmt Inc Inv Fund Mutual Fund Registered investment company | Mutual Funds | — | — | $65K | 0.3% | |
| Northern Global Sustain Idx K Mutual Fund Registered investment company | Common Collective Trusts | — | — | $55K | 0.2% | |
| Vanguard Tgt Rmt 2025 Inv Fund Mutual Fund Registered investment company | Mutual Funds | — | — | $52K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
