Plan Ledger DOL Form 5500 · updated monthly

Quality Systems Integrated Cor401(k)

QUALITY SYSTEMS INTEGRATED COR 401(K) PROFIT SHARING PLAN & TRUST · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.49%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Quality Systems Integrated Cor reported $32,496 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $1,246 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.43% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (6,311th of 9,483), and 10,136th of 13,661 in manufacturing. In 2024, employees put in $3.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,065,706
Participants with balances97
Active participants72
Employer contributions$89,717
Employee contributions$350,561
Employer contribution per active participant$1,246
Average account balance$72,842
Benefits paid to participants$581,855
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 97 accts · $90K emplr
2023$6.3M · 103 accts · $86K emplr
2022$5.2M · 102 accts · $82K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,582
Investment management$16,054
Trustee / custodial$860
Total administrative$32,496
The Quality Systems Integrated Cor 401(k) match · 2024
Employer contribution per active participant$1,246
Median for plans this size$1,313
2024$1,246 per active participant
2023$1,268 per active participant
2022$1,143 per active participant

Quality Systems Integrated Cor's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PAYCHEX, INC. · Recordkeeping$15,818
UBS - RETIREMENT PLAN CONSULTING · Investment advisory (participants)$14,773

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Paychex
2023Paychex, UBS

This plan has changed recordkeepers within these filings. If you left Quality Systems Integrated Cor before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$32,496 · 0.49%
2023$26,541 · 0.46%
2022$25,121 · 0.43%
Similar plansManufacturing · California
Green Circuits, Inc. CA$7.2M · 0.50%
Zinus, Inc. CA$7.2M · 0.47%
School Apparel, Inc CA$7.1M · 0.00%
Talco Plastics, Inc. CA$7.1M · 0.11%
Tournesol Siteworks, LLC CA$7.1M · 0.20%
Vode Lighting, LLC CA$7.0M · 0.60%
Dmc Power, Inc. CA$7.0M · 0.55%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 330639031 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.