Plan profile · 2023
QAD INC.
QAD INC. 401(K) RETIREMENT PLAN · –
Sponsor contact
Address101 INNOVATION PLACE, SANTA BARBARA
State / ZIPCA 93108
Phone8055666000
EIN / Plan #770105228 / 001
Plan health
Assets (EOY)$162M
Participants374
Avg balance$433k
Employer contrib$2M
Distributions$38M
Red flags
Delinquent contribs$2M
Fidelity bond$5M
Bond adequate?yes
AuditorBARTLETT, PRINGLE & WOLF, LLP
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| MORGAN STANLEY | – | $64k |