Back to filter
Original filing (PDF)20251015155953NAL0010518050001
QUARTUS ENGINEERING, INC.
Form 5500
FILING_RECEIVED
QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
153
Accounts w/ balance
227
Plan assets (EOY)
$23.8M
Net assets (EOY)
$22.1M
Plan health score (directional)
81
/ 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
60
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUARTUS ENGINEERING, INC..
Plan sponsor
Name
QUARTUS ENGINEERING, INC.
EIN
33-0782058
Address
9689 TOWNE CENTRE DRIVE · 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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2I · Stock bonus
2K · 401(m) arrangement
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLIGENCE DRIVEN ADVISERS | 83-2499358 | — | INVESTMENT ADVISORY | $40K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using INTELLIGENCE DRIVEN ADVISERS
QUARTUS ENGINEERING INCORPORATED
QUARTUS ENGINEERING 401(K) PLAN
$25.9M · 171 participants
IMPERIAL IMPORTS INC. DBA TOYOTA OF SAN BERNARDINO
TOYOTA OF SAN BERNARDINO PROFIT SHARING 401(K) PLAN
$10.2M · 404 participants
CORE LINEN SERVICES, INC.
CORE LINEN SERVICES, INC. 401(K) PLAN
$7.4M · 2,385 participants
SAN DIEGO CENTER FOR CHILDREN
SAN DIEGO CENTER FOR CHILDREN 403(B) PLAN
$7.3M · 386 participants
CERTIFIED FOLDER DISPLAY SERVICE
CERTIFIED FOLDER DISPLAY SERVICE, INC. 401(K) PROFIT SHARING PLAN
$5.2M · 118 participants
Similar-size Engineering Services plans
DTS PROVIDENT DESIGN ENGINEERING, LLP
DTS PROVIDENT RETIREMENT PLAN
$23.8M · 21 participants
KOHLER RONAN, LLC
KOHLER RONAN, LLC 401(K) PLAN AND TRUST
$23.9M · 76 participants
RING & DUCHATEAU, LLP
RING & DUCHATEAU, LLP 401(K) PLAN
$23.7M · 100 participants
ENGINEERING DESIGN & TESTING CORPORATION
ENGINEERING DESIGN AND TESTING CORP. 401(K) PROFIT SHARING PLAN
$24.0M · 58 participants
SRK CONSULTING (U.S.), INC.
SRK CONSULTING (U. S.), INC 401(K) PROFIT SHARING PLAN
$23.6M · 112 participants
OWN, INC.
OWN, INC. 401(K) & EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
$24.0M · 208 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B