AUMdb

Quantum Health, Inc. 401(k) Plan

Sponsored by Quantum Health, Inc. · EIN 208423895 · Plan #001

Total assets
$109M
Net assets
$109M
Active participants
2,257
With balances
2,453

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
Everhart Financial Group Inc CRD 107091 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $175,093
Everhart Financial Group Inc Investment advisory (plan) $97,508