What public Form 5500 filings show about the Quantum Private Wealth, LLC 401(k) plan — and how to find and check your own account.
Quantum Private Wealth, LLC (EIN 84-4248448) reports QUANTUM PRIVATE WEALTH, LLC PROFIT SHARING 401(K) PLAN AND TRUST on its most recent Form 5500, with $269K in plan assets across 3 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 Private Wealth, LLC filing — schedules, fees, and providers.
Quantum Private Wealth, LLC’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 Private Wealth, LLCHR for the recordkeeper’s name and login.