Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
QUARTUS ENGINEERING INCORPORATED
EIN 33-0782058information technology and servicesLatest filing 2025
Plans
3
Retirement
2
$49.7M assets
Welfare
1
$2.2M premiums
Participants
597
9689 TOWNE CENTRE DRIVE - SAN DIEGO, CA 921211964858-875-6000quartus.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $49.7M assets / 453 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.2M premiums / 274 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$230K
- Life$230K
- Short-term disability$230K
- Long-term disability$230K
- Other$230K
Carrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- PRINCIPAL LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
100%top
- JCWIB, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
QUARTUS ENGINEERING 401(K) PLAN
401k
Assets$25.9M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$23.8M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
QUARTUS ENGINEERING WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.2M
Covered lives274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | QUARTUS ENGINEERING 401(K) PLAN | 401k | $25.9M | 225 | 2024 | |
| 002 | QUARTUS ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $23.8M | 228 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | QUARTUS ENGINEERING WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.2M | 274 | 2025 |
Retirement plans
Welfare plans