Back to filter
Original filing (PDF)20240628153409NAL0001695282001
QUALIGEN, INC
Form 5500-SF
FILING_RECEIVED
QUALIGEN, INC 401(K) PLAN
401(k) retirement plan
Active participants
38
Accounts w/ balance
31
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 QUALIGEN, INC.
Plan sponsor
Name
QUALIGEN, INC
EIN
41-1836900
Address
2042 CORTE DEL NOGAL · SUITE B · CARLSBAD, CA · 92011
Phone
(760) 407-2413
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
LATTICE ELECTRO OPTICS, INC.
LATTICE ELECTRO OPTICS, INC. PROFIT SHARING/401(K) PLAN
$2.3M · 11 participants
ALDERWOOD VISION THERAPY CENTE
ALDERWOOD VISION THERAPY CENTE 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 28 participants
DYNASTHETICS LLC
DYNASTHETICS LLC CASH BALANCE PLAN
$2.3M · 8 participants
INSTYLLA INC.
INSTYLLA INC. 401(K) PLAN
$2.3M · 35 participants
INTERNATIONAL MEDICAL INDUSTRIES, INC.
INTERNATIONAL MEDICAL INDUSTRIES, INC. 401(K) RETIREMENT PLAN
$2.3M · 138 participants
SURGICAL APPLIANCE INDUSTRIES, INC.
SURGICAL APPLIANCE INDUSTRIES 401(K) PLAN
$2.3M · 182 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