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Original filing (PDF)20250930145909NAL0013405984001
QUALYS, INC.
Form 5500
FILING_RECEIVED
QUALYS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
568
Accounts w/ balance
858
Plan assets (EOY)
$82.2M
Net assets (EOY)
$82.2M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Balanced Index Mutual Fund" is 29% of plan.
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUALYS, INC..
Plan sponsor
Name
QUALYS, INC.
EIN
77-0534145
Address
919 E HILLSDALE BLVD 4TH FLOOR · FOSTER CITY, CA · 94404
Phone
(650) 801-6100
Industry
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
2025-09-30
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
AUDIT AND TAX SOLUTION CPA'S INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE AND | — | SCRANTON, PA | OTHER | $20K | — |
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
22 direct securities· $82.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Mutual Fund | — | — | — | $23.5M | 28.6% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $17.9M | 21.8% | |
| MFS Growth Fund Mutual Fund | — | — | — | $7.4M | 9.0% | |
| Guaranteed Income Fund Guaranteed Investment Contract | — | — | — | $4.2M | 5.1% | |
| Columbia Dividend Inc Instl Mutual Fund | — | — | — | $3.8M | 4.7% | |
| Dodge & Cox Income Mutual Fund | — | — | — | $3.5M | 4.3% | |
| MFS Intl Growth Fund Mutual Fund | — | — | — | $2.8M | 3.4% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $2.5M | 3.1% | |
| Fidelity Intl Idx Mutual Fund | — | — | — | $2.4M | 2.9% | |
| T. Rowe Price New Horizon Mutual Fund | — | — | — | $2.1M | 2.6% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $2.0M | 2.4% | |
| American Century Mc Value Mutual Fund | — | — | — | $2.0M | 2.4% | |
| Janus Henderson Enterprise Mutual Fund | — | — | — | $1.7M | 2.0% | |
| Amer Beacon Intl Eq Mutual Fund | — | — | — | $1.3M | 1.6% | |
| Fid Infl-Prot Bond Idx Mutual Fund | — | — | — | $1.1M | 1.3% | |
| DFA Real Estate Securities Mutual Fund | — | — | — | $1.0M | 1.3% | |
| Participant loans 33 loans; 5.25-10.50% | — | — | — | $674K | 0.8% | |
| Fidelity U.S. Bond Index Mutual Fund | — | — | — | $669K | 0.8% | |
| Amer Beacon Sm Cp Val Mutual Fund | — | — | — | $630K | 0.8% | |
| Invesco Developing Mkt Mutual Fund | — | — | — | $459K | 0.6% | |
| Pimco Inc Fund Inst Mutual Fund | — | — | — | $323K | 0.4% | |
| DWS Enh Commodity Strat Mutual Fund | — | — | — | $143K | 0.2% |
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