# Quidelortho Corporation 401(k) Plan
Source: https://planprovider.pro/companies/quidelortho-corporation-401k-plan

> Quidelortho Corporation's 401(k) plan: 3,709 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Quidelortho Corporation

- **Sponsor EIN:** 874496285

- **Sponsor Address:** 9975 SUMMERS RIDGE ROAD, SAN DIEGO, CA, 92121

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

- **Total Participants:** 3,709

- **Total Assets:** $584.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|3,709|$584.1M|$12.1M|$39.4M|

| 2023|4,201|$540.7M|$5.4M|$17.7M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$94,798|—|$94,798|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$87,839|—|$87,839|

| UBS FINANCIAL SERVICES INC.|CONSULTANT|$50,096|—|$50,096|

| INSERO & CO. CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [UBS FINANCIAL SERVICES INC.](https://planprovider.pro/provider/aspire-financial-services) — CONSULTANT

- [INSERO & CO. CPAS, LLP](https://planprovider.pro/provider/insero-and-co-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $232,733

- **Estimated Expense Ratio:** 0.040% 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|$237,465|$99,530|$2,400|—|—|

| 2023|$94,961|$34,474|—|—|—|

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