Plan Snapshot
- Plan Sponsor: Quartile, LLC
- Sponsor EIN: 822891231
- Sponsor Address: 101 PARK AVE, NEW YORK, NY, 10178
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $6.5M
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 | 125 | $6.5M | $262,309 | $881,228 |
| 2023 | 135 | $5.0M | $308,906 | $852,297 |
| 2022 | 154 | $3.5M | $284,262 | $736,721 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $15,902 | — | $15,902 |
| LIMESTONE PENSION ASSOCIATES, LLC | TPA | $6,225 | — | $6,225 |
| EVERS ROBISON LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERS ROBISON LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,127
- Estimated Expense Ratio: 0.340% 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 | $25,263 | — | $25,263 | — | — |
| 2023 | $18,915 | $3,543 | $15,372 | — | — |
| 2022 | $22,885 | — | $22,885 | — | — |