Employers › Quidelortho
Recordkeeping fees per participant · Quidelortho Savings and Retirement Plan · plan year 2024
$17.39
Higher than 15% of the 1,697 plans $250M to 1B that report it.
= $85,439 / 4,914
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250919151940NAL0002863200001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919151940NAL0002863200001, received 2025-09-19
Percentiles compare this plan with the Schedule H plans $250M to 1B 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 2025-09-19.
Administrative expenses excluding investment management, per participant
$28.07
Higher than 15% of the 2,324 plans $250M to 1B that report it.
= $137,935 / 4,914
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250919151940NAL0002863200001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919151940NAL0002863200001, received 2025-09-19
Administrative expenses per participant
$48.32
Higher than 19% of the 2,405 plans $250M to 1B that report it.
= $237,465 / 4,914
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919151940NAL0002863200001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919151940NAL0002863200001, received 2025-09-19
Administrative expenses as a share of assets
0.041%
Higher than 26% of the 2,407 plans $250M to 1B that report it.
= $237,465 / $584,053,274
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919151940NAL0002863200001, received 2025-09-19
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250919151940NAL0002863200001, received 2025-09-19
Employer contributions per participant
$2,456
Higher than 37% of the 2,457 plans $250M to 1B that report it.
= $12,069,629 / 4,914
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919151940NAL0002863200001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919151940NAL0002863200001, received 2025-09-19
Employer share of total contributions
19.9%
Higher than 15% of the 2,459 plans $250M to 1B that report it.
= $12,069,629 / $60,695,993
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919151940NAL0002863200001, received 2025-09-19
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250919151940NAL0002863200001, received 2025-09-19
Plan terms are described in Quidelortho Corporation's SEC filings: Form 10-K filed 2026-02-19. No term could be quoted from them with the required precision.
3H controlled-group sponsor · 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 20250919151940NAL0002863200001, received 2025-09-19
| Field | Value | Source |
|---|---|---|
| Plan sponsor | QUIDELORTHO CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Plan name | QUIDELORTHO SAVINGS AND RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Sponsor EIN / plan number | 87-4496285 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Sponsor location | SAN DIEGO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Industry (business code) | 325900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Filing received | 2025-09-19 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Participants, beginning of year | 5,391 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Active participants | 3,709 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Participants, end of year | 5,010 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Participants with an account balance | 4,914 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Total assets, beginning of year | $540,663,715 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Total assets, end of year | $584,053,274 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Net assets, end of year | $584,053,274 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Total income | $131,850,642 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Net income | $43,389,559 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Employer contributions | $12,069,629 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Participant contributions | $39,387,517 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Other contributions (incl. rollovers) | $9,238,847 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Total contributions | $60,695,993 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Benefit payments | $88,135,686 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Total expenses (incl. benefit payments) | $88,461,083 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Total administrative expenses | $237,465 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Contract administrator fees | $2,400 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Recordkeeping fees | $85,439 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Investment advisory and management fees | $99,530 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Administrative expenses excluding investment management | $137,935 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Held in common/collective trusts | $8,795,952 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Held in mutual funds | $559,574,141 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250919151940NAL0002863200001, received 2025-09-19 |
| Independent auditor | INSERO & CO. CPAS, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250919151940NAL0002863200001, received 2025-09-19 |
Position = column in the DOL layout for form year 2024. Filing 20250919151940NAL0002863200001, received 2025-09-19.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $94,798 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $87,839 | yes |
| UBS FINANCIAL SERVICES INC. | CONSULTANT | 16 Consulting (general) | $50,096 | no |
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 20250919151940NAL0002863200001, received 2025-09-19.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $540,663,715 | $584,053,274 | 8.0% |
| Participants with a balance | 5,274 | 4,914 | -6.8% |
| Administrative expenses | $94,961 | $237,465 | 150.1% |
| Recordkeeping fees per participant | $11.47 | $17.39 | 51.6% |
| Employer contributions | $5,404,256 | $12,069,629 | 123.3% |
Prior filing 20241001074107NAL0006744209001, received 2024-10-01; the plan years are contiguous.
Sponsor name as filed: QUIDELORTHO CORPORATION; SEC registrant: QuidelOrtho Corp (CIK 1906324, matched by EIN; display name from the Form 10-K cover).