# Quartus Engineering, INC. 401(k) Plan
Source: https://planprovider.pro/companies/quartus-engineering-inc-401k-plan

> Quartus Engineering, INC.'s 401(k) plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Quartus Engineering, INC.

- **Sponsor EIN:** 330782058

- **Sponsor Address:** 9689 TOWNE CENTRE DRIVE, SAN DIEGO, CA, 921211964

- **Plan Type:** 401(k)

- **Total Participants:** 153

- **Total Assets:** $23.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|153|$23.8M|$1.3M|$0|

| 2023|163|$31.6M|$1.8M|$0|

| 2022|134|$33.7M|$2.3M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| INTELLIGENCE DRIVEN ADVISERS|INVESTMENT ADVISORY|$40,355|—|$40,355|

| MOSS ADAMS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MOSS ADAMS](https://planprovider.pro/provider/milliman) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $40,355

- **Estimated Expense Ratio:** 0.169% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$41,023|—|—|—|—|

| 2023|$29,386|$27,819|—|—|—|

| 2022|$21,551|—|—|—|—|

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