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Original filing (PDF)20251010181706NAL0004851763001
QUARTUS ENGINEERING INCORPORATED
Form 5500
FILING_RECEIVED
QUARTUS ENGINEERING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
171
Accounts w/ balance
201
Plan assets (EOY)
$25.9M
Net assets (EOY)
$25.9M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUARTUS ENGINEERING INCORPORATED.
Plan sponsor
Name
QUARTUS ENGINEERING INCORPORATED
EIN
33-0782058
Address
9689 TOWNE CENTRE DR · SAN DIEGO, CA · 921211964
Phone
(858) 875-6000
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLIGENCE DRIVEN ADVISERS LLC | 83-2499358 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $107K | — |
Investments
33 direct securities· $26.1M(100% of reported assets)
Uncategorized
$25.6M
32 holdings
Guaranteed Income / GIC
$499K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered investment companies Vanguard 500 Index Admiral Fd Mutual Fund Registered investment company | — | — | — | $5.4M | 20.9% | |
| Vanguard Tgt Rmt 2050 Inv Fund Mutual Fund Registered investment company | — | — | — | $3.8M | 14.6% | |
| Vanguard Tgt Rmt 2060 Inv Fund Mutual Fund Registered investment company | — | — | — | $1.8M | 6.9% | |
| Vanguard Growth Index Adm Fund Mutual Fund Registered investment company | — | — | — | $1.7M | 6.5% | |
| Vanguard Tgt Rmt 2055 Inv Fund Mutual Fund Registered investment company | — | — | — | $1.4M | 5.6% | |
| Vanguard Tgt Rmt 2035 Inv Fund Mutual Fund Registered investment company | — | — | — | $1.4M | 5.5% | |
| Vanguard Mid Cap Index Adm Fd Mutual Fund Registered investment company | — | — | — | $1.3M | 5.2% | |
| Vanguard Tgt Rmt 2045 Inv Fund Mutual Fund Registered investment company | — | — | — | $1.2M | 4.7% | |
| Vanguard Tgt Rmt 2065 Inv Fund Mutual Fund Registered investment company | — | — | — | $1.1M | 4.3% | |
| Vanguard Dev Mkts Index Adm Fd Mutual Fund Registered investment company | — | — | — | $807K | 3.1% | |
| Vanguard Tgt Rmt 2040 Inv Fund Mutual Fund Registered investment company | — | — | — | $740K | 2.9% | |
| Vanguard Sm Cap Index Adm Fund Mutual Fund Registered investment company | — | — | — | $575K | 2.2% | |
| Vanguard Tgt Rmt 2030 Inv Fund Mutual Fund Registered investment company | — | — | — | $558K | 2.2% | |
| Vanguard MidCp Grth Idx Adm Fd Mutual Fund Registered investment company | — | — | — | $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 | — | — | — | $373K | 1.4% | |
| Vanguard Emg Mk Stk Idx Adm Fd Mutual Fund Registered investment company | — | — | — | $343K | 1.3% | |
| Hartford Dvdnd and Grwth R6 Fd Mutual Fund Registered investment company | — | — | — | $308K | 1.2% | |
| Vanguard Sm Cap Gr Idx Adm Fd Mutual Fund Registered investment company | — | — | — | $292K | 1.1% | |
| DFA Infl Protected Sec I Fund Mutual Fund Registered investment company | — | — | — | $285K | 1.1% | |
| Am Fds Bd Fd of Am R6 Fd Mutual Fund Registered investment company | — | — | — | $275K | 1.1% | |
| Various * Principal Self-Directed Brokerage Account Various | — | — | — | $241K | 0.9% | |
| Vanguard Sm Cap Val Idx Adm Fd Mutual Fund Registered investment company | — | — | — | $206K | 0.8% | |
| Vanguard MidCap Val Idx Adm Fd Mutual Fund Registered investment company | — | — | — | $189K | 0.7% | |
| Vanguard Tgt Rmt 2020 Inv Fund Mutual Fund Registered investment company | — | — | — | $110K | 0.4% | |
| (E) | — | — | — | $93K | 0.4% | |
| September 2043 | — | — | — | $93K | 0.4% | |
| DFA International Value I Fund Mutual Fund Registered investment company | — | — | — | $72K | 0.3% | |
| (E) | — | — | — | $72K | 0.3% | |
| Nuveen Core Impact Bd R6 Fd Mutual Fund Registered investment company | — | — | — | $72K | 0.3% | |
| Vanguard Tgt Rmt Inc Inv Fund Mutual Fund Registered investment company | — | — | — | $65K | 0.3% | |
| Northern Global Sustain Idx K Mutual Fund Registered investment company | — | — | — | $55K | 0.2% | |
| Vanguard Tgt Rmt 2025 Inv Fund Mutual Fund Registered investment company | — | — | — | $52K | 0.2% |