401k Record

Employers › Qualio

Qualio 401(k)

Recordkeeping fees per participant · Qualio 401(k) Plan · plan year 2024

$21.21

Higher than 21% of the 7,477 plans $1 to 10M that report it.

Source

= $2,036 / 96
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250715220408NAL0003677136010, received 2025-07-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250715220408NAL0003677136010, received 2025-07-15

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-15.

Cost and contributions

Administrative expenses excluding investment management, per participant

$21.21

10th: $13.66median $103.3390th: $302.77

Higher than 16% of the 14,713 plans $1 to 10M that report it.

Source

= $2,036 / 96
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250715220408NAL0003677136010, received 2025-07-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250715220408NAL0003677136010, received 2025-07-15

Administrative expenses per participant

$58.11

10th: $19.42median $150.2790th: $370.75

Higher than 25% of the 15,210 plans $1 to 10M that report it.

Source

= $5,579 / 96
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250715220408NAL0003677136010, received 2025-07-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250715220408NAL0003677136010, received 2025-07-15

Administrative expenses as a share of assets

0.128%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 17% of the 15,243 plans $1 to 10M that report it.

Source

= $5,579 / $4,357,717
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250715220408NAL0003677136010, received 2025-07-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250715220408NAL0003677136010, received 2025-07-15

Employer contributions per participant

$3,420

10th: $357median $1,32390th: $2,861

Higher than 94% of the 13,342 plans $1 to 10M that report it.

Source

= $328,296 / 96
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250715220408NAL0003677136010, received 2025-07-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250715220408NAL0003677136010, received 2025-07-15

Employer share of total contributions

29.8%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 53% of the 13,370 plans $1 to 10M that report it.

Source

= $328,296 / $1,101,548
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250715220408NAL0003677136010, received 2025-07-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250715220408NAL0003677136010, received 2025-07-15

Plan terms, as stated in Qualio, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250715220408NAL0003677136010, received 2025-07-15

Full record, Qualio 401(k) Plan

FieldValueSource
Plan sponsorQUALIOForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250715220408NAL0003677136010, received 2025-07-15
Plan nameQUALIO 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250715220408NAL0003677136010, received 2025-07-15
Sponsor EIN / plan number32-0498093 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250715220408NAL0003677136010, received 2025-07-15
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250715220408NAL0003677136010, received 2025-07-15
Sponsor locationSAN FRANCISCO, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250715220408NAL0003677136010, received 2025-07-15
Industry (business code)541511, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250715220408NAL0003677136010, received 2025-07-15
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250715220408NAL0003677136010, received 2025-07-15
Filing received2025-07-15Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250715220408NAL0003677136010, received 2025-07-15
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250715220408NAL0003677136010, received 2025-07-15
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250715220408NAL0003677136010, received 2025-07-15
Participants, beginning of year114Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250715220408NAL0003677136010, received 2025-07-15
Active participants43Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250715220408NAL0003677136010, received 2025-07-15
Participants, end of year98Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250715220408NAL0003677136010, received 2025-07-15
Participants with an account balance96Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250715220408NAL0003677136010, received 2025-07-15
Total assets, beginning of year$4,492,713Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250715220408NAL0003677136010, received 2025-07-15
Total assets, end of year$4,357,717Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250715220408NAL0003677136010, received 2025-07-15
Net assets, end of year$4,357,717Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250715220408NAL0003677136010, received 2025-07-15
Total income$1,655,800Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250715220408NAL0003677136010, received 2025-07-15
Net income$-134,996Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250715220408NAL0003677136010, received 2025-07-15
Employer contributions$328,296Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250715220408NAL0003677136010, received 2025-07-15
Participant contributions$652,439Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250715220408NAL0003677136010, received 2025-07-15
Other contributions (incl. rollovers)$120,813Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250715220408NAL0003677136010, received 2025-07-15
Total contributions$1,101,548Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250715220408NAL0003677136010, received 2025-07-15
Benefit payments$1,785,217Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250715220408NAL0003677136010, received 2025-07-15
Total expenses (incl. benefit payments)$1,790,796Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250715220408NAL0003677136010, received 2025-07-15
Total administrative expenses$5,579Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250715220408NAL0003677136010, received 2025-07-15
Recordkeeping fees$2,036Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250715220408NAL0003677136010, received 2025-07-15
Investment advisory and management fees$3,543Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250715220408NAL0003677136010, received 2025-07-15
Administrative expenses excluding investment management$2,036derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250715220408NAL0003677136010, received 2025-07-15
Held in mutual funds$4,354,915Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250715220408NAL0003677136010, received 2025-07-15
Independent auditorFRANK, RIMERMAN + CO. LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250715220408NAL0003677136010, received 2025-07-15

Position = column in the DOL layout for form year 2024. Filing 20250715220408NAL0003677136010, received 2025-07-15.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
GUIDELINE, INC.recordkeeperRECORDKEEPER 14 Plan administrator; 15 Recordkeeping and information management; 16 Consulting (general); 26 Investment advisory (participants); 27 Investment advisory (plan); 31 Named fiduciary; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 64 Recordkeeping fees; 65 Account maintenance fees; 72 Other investment fees and expenses $5,109no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250715220408NAL0003677136010, received 2025-07-15.

What changed since the 2023 plan year

Figure20232024Change
Total assets$4,492,713$4,357,717-3.0%
Participants with a balance11196-13.5%
Administrative expenses$5,021$5,57911.1%
Recordkeeping fees per participant$16.00$21.2132.6%
Employer contributions$467,185$328,296-29.7%

Prior filing 20240905220026NAL0000454482008, received 2024-09-05; the plan years are contiguous.

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Sponsor name as filed: QUALIO; SEC registrant: Qualio, Inc. (CIK 1782826, matched by EIN).