# Quartile, LLC 401(k) Plan
Source: https://planprovider.pro/companies/quartile-llc-401k-plan

> Quartile, LLC's 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/evers-robinson-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|—|—|

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