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Original filing (PDF)20250911120907NAL0000476673001
QUARTET HEALTH, INC.
Form 5500
FILING_RECEIVED
QUARTET HEALTH 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
114
Accounts w/ balance
436
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUARTET HEALTH, INC..
Plan sponsor
Name
QUARTET HEALTH, INC.
EIN
47-2181850
Address
114 W. 41ST STREET · NEW YORK, NY · 10036
Phone
(703) 967-5989
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BORIS BENIC AND ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | CUSTODIAN RECORDKEEPER | $6K | — |
Investments
34 direct securities· $13.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2045 R6 | — | — | — | $3.1M | 22.9% | |
| American Funds Target Date Retirement 2050 R6 | — | — | — | $2.4M | 17.9% | |
| Vanguard Total Stock Market Index Adm | — | — | — | $1.7M | 12.6% | |
| American Funds Target Date Retirement 2040 R6 | — | — | — | $1.1M | 8.3% | |
| American Funds Target Date Retirement 2055 R6 | — | — | — | $963K | 7.1% | |
| Vanguard 500 Index Adm | — | — | — | $691K | 5.1% | |
| American Funds Target Date Retirement 2030 R6 | — | — | — | $636K | 4.7% | |
| American Funds Target Date Retirement 2035 R6 | — | — | — | $523K | 3.8% | |
| Vanguard Balanced Index Adm | — | — | — | $331K | 2.4% | |
| American Funds Target Date Retirement 2025 R6 | — | — | — | $329K | 2.4% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $323K | 2.4% | |
| BlackRock Mid-Cap Growth Equity K | — | — | — | $175K | 1.3% | |
| Vanguard Mid Cap Index Adm | — | — | — | $171K | 1.3% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $136K | 1.0% | |
| Columbia Dividend Income I3 | — | — | — | $103K | 0.8% | |
| BlackRock Strategic Income Opp K | — | — | — | $102K | 0.7% | |
| American Funds Target Date Retirement 2060 R6 | — | — | — | $86K | 0.6% | |
| Putnam Small Cap Growth R6 | — | — | — | $75K | 0.5% | |
| Vanguard Small-Cap Index Adm | — | — | — | $66K | 0.5% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $60K | 0.4% | |
| American Funds Target Date Retirement 2010 R6 | — | — | — | $56K | 0.4% | |
| American Funds Target Date Retirement 2020 R6 | — | — | — | $48K | 0.4% | |
| Calvert Conservative Allocation I ** 170 Calvert Growth Allocation I | — | — | — | $44K | 0.3% | |
| maturities. -0- | — | — | — | $41K | 0.3% | |
| American Funds Beacon Small Cap Value R6 | — | — | — | $36K | 0.3% | |
| MFS Mid Cap Value R4 | — | — | — | $34K | 0.3% | |
| Fidelity Emerging Markets Index | — | — | — | $32K | 0.2% | |
| MFS International Diversification R6 | — | — | — | $31K | 0.2% | |
| MetLife Money Market Account | — | — | — | $26K | 0.2% | |
| PGIM Total Return Bond R6 | — | — | — | $21K | 0.2% | |
| Vanguard Interm-Term Treas Index Adm | — | — | — | $16K | 0.1% | |
| American Funds EuroPacific Gr R6 | — | — | — | $7K | <0.1% | |
| Calvert Moderate Allocation I | — | — | — | $7K | <0.1% | |
| Eaton Vance Income Fund of Boston R6 | — | — | — | $5K | <0.1% |
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