# The Quarto Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-quarto-group-inc-401k-plan

> The Quarto Group, INC.'s 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-quarto-group-inc-401k-plan)

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