Lindsey Anido signed Quartet MSO, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quartet MSO, LLC's EIN is 87-3611895.
Download the official 2024 Form 5500 (PDF) for Quartet MSO, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quartet MSO, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 22.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $927K | 15.2% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $536K | 8.8% | |
| Alliance Bernstein Large Cap Growth Fund | Other securities | — | — | $453K | 7.5% | |
| Pioneer Strategic Income Fund | Other securities | — | — | $384K | 6.3% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $384K | 6.3% | |
| iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $355K | 5.8% | |
| BlackRock Mid-Cap Growth Equity Portfolio | Other securities | — | — | $321K | 5.3% | |
| Columbia Dividend Income Fund | Other securities | — | — | $275K | 4.5% | |
| MFS Value Fund | Mutual Funds | — | — | $260K | 4.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $195K | 3.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $180K | 3.0% | |
| Allspring Special Small Cap value fund | Other securities | — | — | $144K | 2.4% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $128K | 2.1% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $93K | 1.5% | |
| iShares US Aggregate Bond Index Fund | Common Collective Trusts | — | — | $26K | 0.4% | |
| Participant Loans 9.50% per annum with varying maturities. -0- | Bonds / Notes | — | — | $7K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR BENDER & ZAPF INC | 25-1650062 | — | CONTRACT ADMINISTRATOR | $5K | — |
