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Original filing (PDF)20250806082413NAL0002781091001
QUADAX, INC.
Form 5500
FILING_RECEIVED
QUADAX, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
2 failed disclosuresNo recordkeeper disclosed
Active participants
650
Accounts w/ balance
740
Plan assets (EOY)
$48.8M
Net assets (EOY)
$48.8M
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
80
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- 2 Schedule C providers failed to disclose compensation.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUADAX, INC..
Plan sponsor
Name
QUADAX, INC.
EIN
34-1127026
Address
25201 CHAGRIN BLVD · #290 · BEACHWOOD, OH · 441225633
Phone
(216) 765-1144
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN/RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MGO INVESTMENT ADVISORS | — | BEACHWOOD, OH | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSKAL GROSS ORCHOSKY | — | BEACHWOOD, OH | THIRD PARTY ADMINISTRATO | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH LLC | — | STRONGSVILLE, OH | AUDITOR | $0 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| NATIONWIDE | NATIONWIDE HAS BEEN UNABLE TO PROVIDE A SCHEDULE C BACK UP FILE SHOWING DIRECT AND INDIRECT COMPENSATION DUE TO INTERNAL SYSTEM ISSUES |
| MOSKAL GROSS ORCHOSY | NATIONWIDE PROVIDES THIS INFORMATION AND HAS BEEN UNABLE TO PROVIDE A SCHEDULE C BACK UP FILE SHOWING DIRECT AND INDIRECT COMPENSATION DUE TO INTERNAL SYSTEM ISSUES |
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.