Plan Snapshot
- Plan Sponsor: The Quarto Group, INC.
- Sponsor EIN: 060942398
- Sponsor Address: 100 CUMMINGS CENTER, BEVERLY, MA, 01915
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $24.3M
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 | 118 | $24.3M | $455,387 | $810,498 |
| 2023 | 124 | $19.7M | $437,397 | $782,595 |
| 2022 | 122 | $18.0M | $426,650 | $827,839 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES | NONE | $43,413 | — | $43,413 |
| THE VANGUARD GROUP, INC. | NONE | $23,750 | — | $23,750 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — NONE
- THE VANGUARD GROUP, INC. — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,163
- Estimated Expense Ratio: 0.277% 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 | $67,163 | $43,413 | $23,750 | — | — |
| 2023 | $59,631 | $35,808 | $23,823 | — | — |
| 2022 | $81,239 | $39,954 | $41,285 | — | — |