Back to filter
Original filing (PDF)20251009092748NAL0006365729001
QUIDDITY ENGINEERING, LLC
Form 5500
FILING_RECEIVED
QUIDDITY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
645
Accounts w/ balance
872
Plan assets (EOY)
$110.8M
Net assets (EOY)
$110.8M
How this plan invests
This plan
1 pooled trust
Schedule D
51 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUIDDITY ENGINEERING, LLC.
Plan sponsor
Name
QUIDDITY ENGINEERING, LLC
EIN
87-3888184
Address
6330 WEST LOOP SOUTH · SUITE 150 · BELLAIRE, TX · 77401
Phone
(832) 442-2319
Industry
Engineering Services· 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
2025-10-09
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
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MELTON & MELTON, LLP
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 | $59K | — |
Investments
50 direct securities · 1 pooled fund· $110.8M(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
$110.4M
50 holdings
Common Collective Trust
$311K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $22.5M | 20.3% | |
| JHancock Balanced R6 John Hancock 0 | — | — | — | $20.0M | 18.0% | |
| Vanguard S&P 500 ETF Vanguard 0 | — | — | — | $12.2M | 11.0% | |
| Fidelity Growth Discovery K Fidelity 0 | — | — | — | $9.7M | 8.8% | |
| JPMorgan SmartRetirement Blend 2060 R6 JP Morgan 0 | — | — | — | $8.9M | 8.1% | |
| JPMorgan SmartRetirement Blend 2040 R6 JP Morgan 0 | — | — | — | $4.8M | 4.3% | |
| Vanguard Growth Index ETF Vanguard 0 | — | — | — | $3.5M | 3.1% | |
| JPMorgan SmartRetirement Blend 2050 R6 JP Morgan 0 | — | — | — | $2.6M | 2.3% | |
| JPMorgan SmartRetirement Blend 2045 R6 JP Morgan 0 | — | — | — | $2.4M | 2.2% | |
| WealthPlan Group Aggressive Growth WealthPlan 0 | — | — | — | $2.2M | 2.0% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $2.0M | 1.8% | |
| American Century Small Cap Gr R6 American Century 0 | — | — | — | $1.5M | 1.4% | |
| JPMorgan SmartRetirement Blend 2035 R6 JP Morgan 0 | — | — | — | $1.4M | 1.2% | |
| JPMorgan SmartRetirement Blend 2025 R6 JP Morgan 0 | — | — | — | $1.2M | 1.1% | |
| JHancock Disciplined Value R6 John Hancock 0 | — | — | — | $1.1M | 1.0% | |
| JPMorgan SmartRetirement Blend 2030 R6 JP Morgan 0 | — | — | — | $987K | 0.9% | |
| WealthPlan Group Moderate Growth WealthPlan 0 | — | — | — | $941K | 0.8% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $924K | 0.8% | |
| DFA Emerging Markets Core Eqty 2 Port DFA 0 | — | — | — | $893K | 0.8% | |
| Fidelity Advisor Worldwide Z Fidelity 0 | — | — | — | $818K | 0.7% | |
| Vanguard Information Tech Index Adm Vanguard 0 | — | — | — | $749K | 0.7% | |
| JPMorgan Hedged Equity R6 JP Morgan 0 | — | — | — | $717K | 0.6% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $661K | 0.6% | |
| Vanguard Short-Term Federal Adm Vanguard 0 | — | — | — | $622K | 0.6% | |
| Vanguard Small Cap Index ETF Vanguard 0 | — | — | — | $579K | 0.5% | |
| Vanguard Mid-Cap Value Index ETF Vanguard 0 | — | — | — | $544K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $544K | 0.5% | |
| Vanguard FTSE Developed Markets ETF Vanguard 0 | — | — | — | $504K | 0.5% | |
| JHancock Small Cap Core R6 John Hancock 0 | — | — | — | $493K | 0.4% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $493K | 0.4% | |
| PGIM Floating Rate Income R6 PGIM 0 | — | — | — | $472K | 0.4% | |
| JPMorgan SmartRetirement Blend 2020 R6 JP Morgan 0 | — | — | — | $388K | 0.4% | |
| JPMorgan SmartRetirement Income R6 JP Morgan 0 | — | — | — | $323K | 0.3% | |
| NYLI CBRE Real Estate R6 NYLI 0 | — | — | — | $316K | 0.3% | |
| WPP DIVIDEND ARISTOCRATS PORT I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 336 | Common Collective Trust | — | — | $311K | 0.3% | |
| PGIM Short Duration High Yield Inc R6 PGIM 0 | — | — | — | $299K | 0.3% | |
| Vanguard Total Bond Market ETF Vanguard 0 | — | — | — | $292K | 0.3% | |
| T. Rowe Price Health Sciences I T. Rowe Price 0 | — | — | — | $280K | 0.3% | |
| American Eupac R6 American Funds 0 | — | — | — | $279K | 0.3% | |
| Franklin Small-Mid Cap Growth R6 Franklin 0 | — | — | — | $271K | 0.2% | |
| JPMorgan Core Plus Bond R6 JP Morgan 0 | — | — | — | $205K | 0.2% | |
| JHancock Infrastructure R6 John Hancock 0 | — | — | — | $135K | 0.1% | |
| Vanguard Energy Index ETF Vanguard 0 | — | — | — | $123K | 0.1% | |
| WealthPlan Group Tactical All Weather WealthPlan 0 | — | — | — | $103K | <0.1% | |
| Vanguard Small-Cap Value Index ETF Vanguard 0 | — | — | — | $74K | <0.1% | |
| DFA International Value Portfolio I DFA 0 | — | — | — | $64K | <0.1% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $64K | <0.1% | |
| JPMorgan SmartRetirement Blend 2055 R6 JP Morgan 0 | — | — | — | $54K | <0.1% | |
| DFA Inflation-Protected Sec Port I DFA 0 | — | — | — | $53K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $15K | <0.1% | |
| WealthPlan Group Conservative WealthPlan 0 | — | — | — | $7K | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Engineering Services plans
TMEIC CORPORATION AMERICAS
TMEIC CORPORATION AMERICAS 401(K) PLAN
$110.4M · 751 participants
WILSON & COMPANY, INC., ENGINEERS & ARCHITECTS
WILSON & COMPANY 401(K) PLAN
$110.3M · 684 participants
AUDUBON ENGINEERING COMPANY, L.L.C.
AUDUBON ENGINEERING COMPANY, L.L.C. EMPLOYEES SAVINGS TRUST
$111.3M · 1,252 participants
SCHNABEL, INC.
SCHNABEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$110.2M · 558 participants
SHORT-ELLIOTT-HENDRICKSON, INC.
SHORT-ELLIOTT-HENDRICKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$110.1M · 868 participants
ATWELL, LLC
ATWELL, LLC SAVINGS AND PROFIT SHARING PLAN
$110.0M · 1,357 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants