How big is Quartz Partners, LLC's plan?

Quartz Partners, LLC's plan reported $41K in assets and 6 participants for 2024.

Original filing (PDF)20251009155514NAL0011308816001

Quartz Partners, LLC

Name: Quartz Partners, LLC — Etico Financial 401(k) Profit, Form 5500 (2024)
Creator: Quartz Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Etico Financial 401(k) Profit Sharing Plan

401(k) retirement plan · Quartz Partners, LLC's Etico Financial 401(k) Profit Sharing Plan held $41K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

People on this filing

Richard Tatum signed Quartz Partners, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Quartz Partners, LLC's EIN is 47-2545384.

EIN 47-2545384

Plan number 001

Plan year 2024

ACK ID 20251009155514NAL0011308816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Quartz Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Quartz Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for QUARTZ PARTNERS, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score