AUMdb

Quantum Residential, Inc. 401(k) Retirement Plan

Sponsored by Quantum Residential, Inc. · EIN 911497672 · Plan #004

Total assets
$1.5M
Net assets
$1.5M
Active participants
130
With balances
102

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
Human Investing, Llc CRD 133017 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Llc Recordkeeping fees, Other fees, Recordkeeping $26,426
Geffenmesher Accounting, Direct payment from the plan $21,125
Human Investing Investment advisory (plan), Direct payment from the plan $7,728