PHIL Vazquez signed QAD Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
QAD Inc.'s EIN is 77-0105228.
Download the official 2024 Form 5500 (PDF) for QAD Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)QAD Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT SVCS | 01-0233346 | — | RETAINED BY CLIENT | $171K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | PAOLO ALTO, CA | RETAINED BY EMPLOYER | $73K | — |
| BARTLETT, PRINGLE & WOLF, LLP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Growth R6 | Other securities | — | — | $49.0M | 25.9% | |
| Vanguard Instit Index Fund (Inst) | Common Collective Trusts | — | — | $23.2M | 12.2% | |
| NYL Guaranteed Int Account | Other securities | — | — | $14.6M | 7.7% | |
| Amer Target 2035 Fund R6 | Other securities | — | — | $9.9M | 5.2% | |
| Amer Target 2030 Fund R6 | Other securities | — | — | $8.3M | 4.4% | |
| Amer Target 2040 Fund R6 | Other securities | — | — | $6.3M | 3.3% | |
| Vanguard Sm Cap Index Fd Adm | Mutual Funds | — | — | $5.6M | 3.0% | |
| JP Morgan Mid Cap Value L | Other securities | — | — | $5.2M | 2.8% | |
| Amer Target 2045 Fund R6 | Other securities | — | — | $5.2M | 2.8% | |
| American Cap World Gr & Inc R6 | Common Stocks | — | — | $5.1M | 2.7% | |
| Amer Target 2020 Fund R6 | Other securities | — | — | $4.8M | 2.5% | |
| Amer Target 2025 Fund R6 | Other securities | — | — | $4.8M | 2.5% | |
| Vanguard Ttl Bd Mkt Ind Adm | Mutual Funds | — | — | $4.5M | 2.4% | |
| DFA US Large Cap Value Port | Mutual Funds | — | — | $4.5M | 2.4% | |
| Amer Target 2050 Fund R6 | Other securities | — | — | $4.5M | 2.4% | |
| Vanguard Balanced Index Ad | Mutual Funds | — | — | $4.4M | 2.3% | |
| Vanguard Sm Cap Val Ind (Adm) | Mutual Funds | — | — | $4.3M | 2.3% | |
| Western Asset Core Plus Bond I | Other securities | — | — | $4.3M | 2.3% | |
| Virtus SC Sustainable Gr Inst | Other securities | — | — | $4.2M | 2.2% | |
| MFS International Growth Fd R6 | Mutual Funds | — | — | $3.7M | 1.9% | |
| Amer Target 2055 Fund R6 | Other securities | — | — | $3.2M | 1.7% | |
| Vanguard Dev Mrkts Indx Adm | Mutual Funds | — | — | $1.6M | 0.8% | |
| American New World Fund R6 | Other securities | — | — | $1.5M | 0.8% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $1.5M | 0.8% | |
| Amer Target 2010 Fund R6 | Other securities | — | — | $1.5M | 0.8% | |
| Amer Target 2060 Fund R6 | Other securities | — | — | $1.1M | 0.6% | |
| Cohen & Steers Real Estate Securities I | Other securities | — | — | $730K | 0.4% | |
| Notes receivable from participants | Other securities | — | — | $658K | 0.3% | |
| Vanguard International Value | Mutual Funds | — | — | $448K | 0.2% | |
| American Funds 2065 TD Ret R6 | Mutual Funds | — | — | $422K | 0.2% | |
| Amer Target 2015 Fund R6 | Other securities | — | — | $213K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2089835 |
| SANTA BARBARA, CA |
| RETAINED BY CLIENT |
| $9K |
| — |
