Quartile 401(K) Plan — Form 5500 plan (Quartile, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Quartile 401(K) Plan is a benefit plan reported by Quartile, LLC under EIN 82-2891231 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $4,997,788 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Quartile, LLC
EIN
82-2891231
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
239
End-of-year plan assets
$4,997,788

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241015163745NAL0050483088001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,997,788
Net assets (EOY)
$4,997,788
Net assets (BOY)
$3,453,913

Income & contributions

Employer contributions
$308,906
Participant contributions
$852,297
Total contributions
$1,267,310
Total income / additions
$2,017,385

Expenses & distributions

Benefits paid
$454,595
Administrative expenses
$18,915
Total expenses
$473,510
Net increase / (decrease)
$1,543,875

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$11,549$02023
Limestone Pension Associates, LLCTPA$2,121not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MA NAGEMENT$1,702$02023

Related Form 5500 pages