Plan Snapshot
- Plan Sponsor: The Quartz Corp Usa
- Sponsor EIN: 560648624
- Sponsor Address: 8342 SOUTH 226 BYPASS, SPRUCE PINE, NC, 28777
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $12.6M
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 | 186 | $12.6M | $528,725 | $838,464 |
| 2023 | 174 | $10.0M | $487,914 | $806,933 |
| 2022 | 164 | $7.9M | $428,304 | $707,220 |
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 |
|---|---|---|---|---|
| FORVIS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS, LLP — 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 | $64,952 | $33,783 | $31,169 | — | — |
| 2023 | $57,131 | $30,390 | $26,741 | — | — |
| 2022 | $51,474 | $26,933 | $24,541 | — | — |