Quantum Radiology, P.C. Retirement Plan
Sponsored by Quantum Physician Services, Llc · EIN 205012597 · Plan #001
- Total assets
- $86.4M
- Net assets
- $86.3M
- Active participants
- 151
- With balances
- 170
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
| Assetmark, Inc. CRD 109018 | deterministic · 100% | 2024 |
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Custodial (securities), Investment advisory (participants), Investment management | $0 |
| Charles Schwab & Co., Inc. | Custodial (securities), Investment advisory (participants), Investment management | $0 |
| Truist Investment Services | Custodial (securities), Investment advisory (participants), Investment management | $0 |
| Assetmark | Custodial (securities), Investment management, Securities brokerage | $0 |
| Oppenheimer & Co., Inc. | Custodial (securities), Investment advisory (participants), Investment management | $0 |