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Original filing (PDF)20251014093457NAL0002515249001
QUALUS CORP
Form 5500
FILING_RECEIVED
QUALUS 401(K) PLAN
401(k) retirement plan
Active participants
1,461
Accounts w/ balance
1,212
Plan assets (EOY)
$96.1M
Net assets (EOY)
$96.1M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — 171% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUALUS CORP.
Plan sponsor
Name
QUALUS CORP
EIN
47-3819128
Address
100 COLONIAL CENTER PARKWAY SUITE 4 · LAKE MARY, FL · 32746
Phone
(407) 319-7777
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
2025-10-14
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $229K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFP ADVISORS INC DBA INDEPENDENT FI | — | TAMPA, FL | INVESTMENT ADVISOR | $81K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN | — | PHILADELPHIA, PA | AUDITOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $88K | — |
Investments
39 direct securities· $96.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $13.2M | 13.8% | |
| Vanguard Target Retirement 2045 | — | — | — | $8.6M | 9.0% | |
| Vanguard Target Retirement 2055 | — | — | — | $7.4M | 7.7% | |
| Vanguard Target Retirement 2040 | — | — | — | $5.9M | 6.1% | |
| Vanguard Target Retirement 2035 | — | — | — | $5.4M | 5.6% | |
| Vanguard FTSE All-Wld- Ex-US Index Admiral | — | — | — | $5.2M | 5.4% | |
| Vanguard Growth Index Adm | — | — | — | $4.4M | 4.6% | |
| Vanguard Target Retirement 2050 | — | — | — | $3.9M | 4.0% | |
| Vanguard Information Technology Index Adm | — | — | — | $3.8M | 4.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $3.6M | 3.7% | |
| Vanguard Small Cap Index Adm | — | — | — | $3.5M | 3.7% | |
| Vanguard Target Retirement 2025 | — | — | — | $3.3M | 3.5% | |
| Vanguard Value Index Admiral | — | — | — | $2.5M | 2.6% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $2.2M | 2.3% | |
| Vanguard Target Retirement 2060 | — | — | — | $2.2M | 2.2% | |
| Vanguard Target Retirement 2020 | — | — | — | $2.0M | 2.1% | |
| Vanguard Total Bond Market Index | — | — | — | $2.0M | 2.1% | |
| Vanguard Lifestrategy Growth Index | — | — | — | $1.9M | 2.0% | |
| Great-West Trust Company, LLC Key Guaranteed Portfolio Fund | — | — | — | $1.7M | 1.8% | |
| Maturities Through 2054 - | — | — | — | $1.5M | 1.6% | |
| Vanguard Lifestrategy Moderate Growth | — | — | — | $1.5M | 1.6% | |
| Vanguard Interm-Term Investment Grade | — | — | — | $1.4M | 1.4% | |
| Vanguard Target Retirement 2065 | — | — | — | $1.0M | 1.1% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $1.0M | 1.1% | |
| Vanguard Health Care Index Adm | — | — | — | $881K | 0.9% | |
| Vanguard Real Estate Index Admiral | — | — | — | $839K | 0.9% | |
| Vanguard Utilities Index Adm | — | — | — | $704K | 0.7% | |
| Vanguard Consumer Discretionary Ind Adm | — | — | — | $697K | 0.7% | |
| Vanguard High-Yield Corporate Adm | — | — | — | $658K | 0.7% | |
| Vanguard Inflation-Protected Secs | — | — | — | $643K | 0.7% | |
| Vanguard Financials Index Adm | — | — | — | $560K | 0.6% | |
| Vanguard Emerging Markets Stock | — | — | — | $467K | 0.5% | |
| Vanguard Energy Index Admin | — | — | — | $447K | 0.5% | |
| Vanguard Consumer Staples Index Adm | — | — | — | $250K | 0.3% | |
| Vanguard Lifestrategy Income | — | — | — | $227K | 0.2% | |
| Vanguard Lifestrategy Conservative GR | — | — | — | $220K | 0.2% | |
| Vanguard Industrials Index Adm | — | — | — | $203K | 0.2% | |
| Vanguard Telecom Services Index Adm | — | — | — | $130K | 0.1% | |
| Vanguard Materials Index Adm | — | — | — | $56K | <0.1% |