Plan Snapshot
- Plan Sponsor: Quartet Health, INC.
- Sponsor EIN: 472181850
- Sponsor Address: 114 W. 41ST STREET, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 114 | $13.6M | $164,086 | $1.2M |
| 2023 | 116 | $11.3M | $213,438 | $1.5M |
| 2022 | 202 | $9.2M | $262,093 | $1.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | CUSTODIAN RECORDKEEPER | $6,271 | — | $6,271 |
| BORIS BENIC AND ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — CUSTODIAN RECORDKEEPER
- BORIS BENIC AND ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,271
- Estimated Expense Ratio: 0.046% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,746 | $2,746 | — | — | — |
| 2023 | $15,611 | $15,611 | — | — | — |
| 2022 | $3,974 | $3,974 | — | — | — |