· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
QUANTITATIVE INVESTMENT MANAGEMENT, LLC — QUANTITATIVE INVESTMENT MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250520084856NAL0001078817001
QUANTITATIVE INVESTMENT MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
QUANTITATIVE INVESTMENT MANAGEMENT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
38
Accounts w/ balance
43
Plan assets (EOY)
$41.4M
Net assets (EOY)
$41.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
QUANTITATIVE INVESTMENT MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
QUANTITATIVE INVESTMENT MANAGEMENT, LLC
EIN
14-1885299
Address
240 W MAIN ST. #300 · CHARLOTTESVILLE, VA · 22902
Phone
(434) 817-4800
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-20
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
SQUAREPOINT SERVICES US LLC
SQUAREPOINT SERVICES US LLC 401(K) PLAN
$41.3M · 306 participants
STRETTO
STRETTO 401(K) RETIREMENT PLAN
$41.3M · 314 participants
JACOBS LEVY EQUITY MANAGEMENT, INC.
JACOBS LEVY EQUITY MANAGEMENT, INC. PROFIT SHARING AND 401(K) PLAN AND TRUST
$41.6M · 67 participants
AMERICANTCS FIDUCIARY SERVICES, LLC
FLEXPEP(K) POOLED EMPLOYER 401(K) PLAN
$41.7M · 564 participants
MASON ASSOCIATES, INC.
MASON ASSOCIATES, INC. 401(K) SAVINGS & RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$41.1M · 78 participants
SENECA HOLDINGS, LLC
SENECA HOLDINGS, LLC 401(K) RETIREMENT SAVINGS PLAN
$41.0M · 1,024 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
