Plan Snapshot
- Plan Sponsor: Quartz Health Solutions, INC.
- Sponsor EIN: 465710709
- Sponsor Address: 2650 NOVATION PKWY, FITCHBURG, WI, 53713
- Plan Type: 401(k)
- Total Participants: 768
- Total Assets: $126.0M
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 | 768 | $126.0M | $3.5M | $5.8M |
| 2023 | 700 | $108.2M | $1.9M | $5.1M |
| 2022 | 653 | $91.8M | $3.2M | $5.0M |
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 |
|---|---|---|---|---|
| RSM US | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US — 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 | $169,740 | $72,226 | — | — | — |
| 2023 | $165,628 | $62,538 | — | — | — |
| 2022 | $204,978 | — | $204,978 | — | — |