Plan Snapshot
- Plan Sponsor: Quartet Mso, LLC
- Sponsor EIN: 873611895
- Sponsor Address: 3939 WEST RIDGE RD, SUITE A 100, ERIE, PA, 16506
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 173 | $6.1M | $208,047 | $1.2M |
| 2023 | 195 | $5.3M | $210,288 | $1.3M |
| 2022 | 211 | $3.4M | $142,936 | $1.0M |
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 |
|---|---|---|---|---|
| BORIS BENIC & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BORIS BENIC & ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $56,135 | $25,943 | $30,192 | — | — |
| 2023 | $39,897 | $18,721 | $21,176 | — | — |
| 2022 | $30,024 | $5,373 | $15,796 | — | $8,855 |