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Original filing (PDF)20250819165351NAL0001261763001
QUANT SYSTEMS, INC DBA HAWKES LEARNING
Form 5500
FILING_RECEIVED
HAWKES LEARNING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
101
Accounts w/ balance
140
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUANT SYSTEMS, INC DBA HAWKES LEARNING.
Plan sponsor
Name
QUANT SYSTEMS, INC DBA HAWKES LEARNING
EIN
57-0947617
Address
432 JESSEN LANE · MOUNT PLEASANT, SC · 29492
Phone
(843) 350-0419
Industry
Custom Computer Programming· 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
2025-08-19
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DCPAS, LLC DBA DAVIS & COMPANY CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $9K | — |
Investments
28 direct securities· $5.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.1M | 19.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $562K | 10.2% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $556K | 10.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $541K | 9.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $522K | 9.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $358K | 6.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $208K | 3.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $186K | 3.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $181K | 3.3% | |
| Alger Spectra Z Alger 0 | — | — | — | $150K | 2.7% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $145K | 2.6% | |
| Voya Intermediate Bond R6 Voya 0 | — | — | — | $142K | 2.6% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $119K | 2.2% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $111K | 2.0% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $93K | 1.7% | |
| Vanguard Strategic Small-Cap Equity Inv Vanguard 0 | — | — | — | $92K | 1.7% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $79K | 1.4% | |
| Columbia Contrarian Core I3 Columbia 0 | — | — | — | $75K | 1.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $66K | 1.2% | |
| Goldman Sachs Intl Eq Insights R6 Goldman Sachs 0 | — | — | — | $59K | 1.1% | |
| Columbia Balanced I3 Columbia 0 | — | — | — | $48K | 0.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $43K | 0.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $32K | 0.6% | |
| Principal SmallCap Value II R6 Principal 0 | — | — | — | $28K | 0.5% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $25K | 0.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $15K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $1K | <0.1% |
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