# Quartet Mso, LLC 401(k) Plan
Source: https://planprovider.pro/companies/quartet-mso-llc-401k-plan

> Quartet Mso, LLC&#39;s 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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