# Quartet Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/quartet-health-inc-401k-plan

> Quartet Health, INC.'s 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — CUSTODIAN RECORDKEEPER

- [BORIS BENIC AND ASSOCIATES, LLP](https://planprovider.pro/provider/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|—|—|—|

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