AUMdb

Quantum Real Estate Mgmt Llc 401(k) Profit Sharing Plan & Trust

Sponsored by Quantum Real Estate Mgmt Llc · EIN 134206996 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
151
With balances
151

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
Mml Investors Services, Llc CRD 10409 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mml Investors Services, Llc Investment advisory (participants), Recordkeeping $17,796
Paychex, Inc. Investment advisory (participants), Recordkeeping $6,028