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Original filing (PDF)20250918151837NAL0000732675001
QUICKBASE, INC.
Form 5500
FILING_RECEIVED
QUICKBASE, INC 401(K) PLAN
401(k) retirement plan
Active participants
587
Accounts w/ balance
849
Plan assets (EOY)
$73.8M
Net assets (EOY)
$73.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
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 QUICKBASE, INC..
Plan sponsor
Name
QUICKBASE, INC.
EIN
81-1510345
Address
255 STATE STREET · BOSTON, MA · 02109
Phone
(978) 501-5221
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-09-18
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $400 | — |
Investments
16 direct securities · 2 pooled funds· $73.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$55.3M
15 holdings
Mutual Funds
$17.8M
1 holding
Common Collective Trust
$559K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Funds BlackRock LifePath Index 2055 Fund | Mutual Funds | — | — | $17.8M | 24.2% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $13.0M | 17.6% | |
| BlackRock Funds BlackRock LifePath Index 2050 Fund | — | — | — | $9.6M | 13.1% | |
| BlackRock Funds BlackRock LifePath Index 2045 Fund | — | — | — | $6.2M | 8.4% | |
| BlackRock Funds BlackRock LifePath Index 2035 Fund | — | — | — | $5.2M | 7.0% | |
| BlackRock Funds BlackRock LifePath Index 2040 Fund | — | — | — | $4.6M | 6.2% | |
| JPMorgan U.S. Equity Fund | — | — | — | $4.2M | 5.7% | |
| BlackRock Funds BlackRock LifePath Index 2030 Fund | — | — | — | $3.6M | 4.8% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID-Cap Fund | — | — | — | $2.5M | 3.4% | |
| Vanguard Total International Stock Index Fund | — | — | — | $2.2M | 2.9% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $1.2M | 1.7% | |
| BlackRock Funds BlackRock LifePath Index Retirement Fund | — | — | — | $919K | 1.2% | |
| Harding Loevner Harding Loevner International Equity Fund | — | — | — | $647K | 0.9% | |
| maturing at various dates, secured by participant account balances | — | — | — | $607K | 0.8% | |
| INVESCO STABLE VALUE FUND INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $559K | 0.8% | |
| Principal Diversified Real Asset Fund | — | — | — | $424K | 0.6% | |
| Metropolitan West Metropolitan West Total Return Bond Fund | — | — | — | $420K | 0.6% | |
| ARTISAN INTERNATIONAL GROWTH TRUST SEI TRUST COMPANY · EIN 26-1365382 / PN 021 | Common Collective Trust | — | — | $0 | <0.1% |
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