Plan Ledger DOL Form 5500 · updated monthly

Quartus Engineering IncorporatedESOP

QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN · SAN DIEGO, CA · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Quartus Engineering Incorporated reported $21,551 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $16,885 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 0.08% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,634th-largest of 9,483 plans among California employers on file, and the 4,108th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$30,623,640
Participants with balances194
Active participants134
Employer contributions$2,262,567
Employee contributions—
Employer contribution per active participant$16,885
Average account balance$157,854
Benefits paid to participants$960,757
Plan auditUnmodified (clean) audit opinion
AuditorMOSS ADAMS
Plan history3
Yearassets · accounts · employer contribution
2024$22.1M · 227 accts · $1.3M emplr
2023$29.0M · 219 accts · $1.8M emplr
2022$30.6M · 194 accts · $2.3M emplr
Employer contributions to the Quartus Engineering Incorporated plan · 2022
Employer contribution per active participant$16,885
Median for plans this size$2,266
2024$8,199 per active participant
2023$11,270 per active participant
2022$16,885 per active participant

Quartus Engineering Incorporated's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$41,023 · 0.16%
2023$29,386 · 0.10%
2022$21,551 · 0.08%
All plans at this employer2
QUARTUS ENGINEERING 401(K) PLAN401(k)
QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 330782058 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.