Retirement plan

QUANTRONIX, INC. 401(K) PLAN

Name: QUANTRONIX, INC. - QUANTRONIX, INC. 401(K) PLAN (2025) Form 5500
Creator: QUANTRONIX, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUANTRONIX, INC. 401(K) PLAN, QUANTRONIX, INC.

QUANTRONIX, INC.EIN 87-0454098Plan #001PY 2025

314 SOUTH 200 WEST, PO BOX 929 - FARMINGTON, UT 840250929801-451-7000

Other plans on this EIN

1 filing

#002Retirement-$19.8M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$12.5M

+15.4% from 2024

Total participants

114

+3.6% from 2024

Average account balance

$133,263

+8.1% from 2024

Annual return

15.84%

+2.57 pp from 2024

Benchmarks

See 1,491 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,491 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$12.53M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$133K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

89.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.16M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.84%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$13368

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$11967 / participant

Other / not subdivided$1M100.0%

% of EOY assets

10.031%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$133,263

$85,515+55.8%

$112,040+18.9%

$67,986+96.0%

Participation rate

81.0%

68.2%+12.7pp

76.5%+4.5pp

57.2%+23.7pp

Annual return

15.84%

29.68%-13.8pp

24.52%-8.7pp

31.67%-15.8pp

Employer contribution / active EE

$3,751

$2,191+71.2%

$2,954+27.0%

$2,019+85.8%

Participant deferral / active EE

$7,324

$4,014+82.5%

$5,098+43.7%

$3,358+118.1%

Admin fee / account holder

$13,368

$3,774+254.2%

$12,098+10.5%

$3,203+317.3%

QUANTRONIX, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

QUANTRONIX, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion