# Quartz Health Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/quartz-health-solutions-inc-401k-plan

> Quartz Health Solutions, INC.'s 401(k) plan: 768 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$97,514|—|$97,514|

| FRANCIS INVESTMENT COUNSEL LLC|INVESTMENT ADVISOR|$72,226|—|$72,226|

| RSM US|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $169,740

- **Estimated Expense Ratio:** 0.135% 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|$169,740|$72,226|—|—|—|

| 2023|$165,628|$62,538|—|—|—|

| 2022|$204,978|—|$204,978|—|—|

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