Plan Ledger DOL Form 5500 · updated monthly

Quartile, LLC401(k)

QUARTILE 401(K) PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.46%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Quartile, LLC reported $35,186 in plan administrative expenses for 2025: 0.46% of average plan assets, below the peer median. Employer contributions averaged $2,546 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.59% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,786th of 5,648), and 8,377th of 11,654 in professional & technical services. In 2025, employees put in $3.10 for every $1.00 the employer contributed; active participation has shrunk from 154 to 117 since 2022.

Plan summary
Net assets, end of year$8,823,760
Participants with balances172
Active participants117
Employer contributions$297,849
Employee contributions$922,329
Employer contribution per active participant$2,546
Average account balance$51,301
Benefits paid to participants$587,915
Plan auditUnmodified (clean) audit opinion
AuditorEVERS LOPEZ LTD.
Plan history4
Yearassets · accounts · employer contribution
2025$8.8M · 172 accts · $298K emplr
2024$6.5M · 184 accts · $262K emplr
2023$5.0M · 191 accts · $309K emplr
2022$3.5M · 243 accts · $284K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$35,186
Total administrative$35,186
The Quartile, LLC 401(k) match · 2025
Employer contribution per active participant$2,546
Median for plans this size$1,464
2025$2,546 per active participant
2024$2,098 per active participant
2023$2,288 per active participant
2022$1,846 per active participant

Quartile, LLC's 2025 employer contribution ran above the $1,464 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
LIMESTONE PENSION ASSOCIATES, LLC · Contract administrator$12,050
EMPOWER ADVISORY GROUP, LLC · Investment management$3,416

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$35,186 · 0.46%
2024$25,263 · 0.44%
2023$18,915 · 0.45%
2022$22,885 · 0.59%
Same employer
Similar plansProfessional & Technical Services · New York
Cellectis Biologics, Inc. NY$9.0M · 0.35%
Bright Power, Inc. NY$8.9M · 0.01%
Air Industries Group NY$8.9M · 0.46%
Greenslate LLC NY$8.8M · 0.64%
Uniworld Group, Inc. NY$8.7M · 0.45%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 822891231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.