Quartus Engineering Employee Stock Ownership Plan
Sponsored by Quartus Engineering, Inc. · EIN 330782058 · Plan #002
- Total assets
- $23.8M
- Net assets
- $22.1M
- Active participants
- 153
- With balances
- 227
Plan year beginning 01/01/2024 · Stock bonus, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Intelligence Driven Advisers, Llc CRD 299589 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intelligence Driven Advisers | Investment advisory (plan), Direct payment from the plan | $40,355 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $0 |