What public Form 5500 filings show about the Quantum Financial Planning Services, Inc. 401(k) plan — and how to find and check your own account.
Quantum Financial Planning Services, Inc. (EIN 91-1515592) reports QUANTUM FINANCIAL PLANNING SERVICES, INC. 401K PROFIT SHARING PLAN on its most recent Form 5500, with $5.1M in plan assets across 17 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Quantum Financial Planning Services, Inc. filing — schedules, fees, and providers.
Quantum Financial Planning Services, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Quantum Financial Planning Services, Inc.HR for the recordkeeper’s name and login.
