Quartet Mso, Llc 401(k) Profit Sharing Plan
Sponsored by Quartet Mso, Llc · EIN 873611895 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 173
- With balances
- 191
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $25,793 |
| Principal Life Company | Contract administrator, Participant loan processing, Direct payment from the plan | $25,117 |
| Dunbar Bender & Zapf Inc | Contract administrator, Direct payment from the plan, Other services | $5,225 |