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Original filing (PDF)20251015084548NAL0008387906001
QUONTIC BANK
Form 5500
FILING_RECEIVED
QUONTIC BANK 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
200
Accounts w/ balance
295
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUONTIC BANK.
Plan sponsor
Name
QUONTIC BANK
EIN
20-2097129
Address
31-05 BROADWAY · ASTORIA, NY · 11106
Phone
(516) 686-0732
Industry
Finance & Insurancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
Investments
32 direct securities · 1 pooled fund· $21.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$10.8M
1 holding
Uncategorized
$9.8M
31 holdings
Pooled Separate Accounts
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP SEPARTATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10.8M | 96.9% | |
| Voya Retirement Insurance & Annuity Company Fidelity 500 Index Fund | — | — | — | $1.7M | 14.9% | |
| MAP Separate Account D * Voya Retirement Insurance & Annuity Company AB Large Cap Growth Fund Z | Pooled Separate Accounts | — | — | $1.3M | 11.7% | |
| Voya Retirement Insurance & Annuity Company Fidelity Freed Ind 2055 Fd Prm | — | — | — | $1.2M | 10.7% | |
| Voya Retirement Insurance & Annuity Company Fidelity Freed Ind 2050 Fd Prm | — | — | — | $1.1M | 10.1% | |
| Voya Retirement Insurance & Annuity Company Fidelity Freed Ind 2035 Fd Prm | — | — | — | $962K | 8.7% | |
| Voya Retirement Insurance & Annuity Company Fidelity Freed Ind 2045 Fd Prm | — | — | — | $656K | 5.9% | |
| Voya Retirement Insurance & Annuity Company Fidelity Freed Ind 2060 Fd Prm | — | — | — | $634K | 5.7% | |
| Voya Retirement Insurance & Annuity Company Fidelity Freed Ind 2030 Fd Prm | — | — | — | $576K | 5.2% | |
| Voya Retirement Insurance & Annuity Company Fidelity Freed Ind 2040 Fd Prm | — | — | — | $406K | 3.7% | |
| Voya Retirement Insurance & Annuity Company VY TRowePrice Captl Apprec Pt R6 | — | — | — | $313K | 2.8% | |
| Voya Retirement Insurance & Annuity Company Fidelity Freed Ind 2025 Fd Prm | — | — | — | $249K | 2.2% | |
| Voya Retirement Insurance & Annuity Company Fidelity Mid Cap Idx Fd | — | — | — | $207K | 1.9% | |
| Fixed annuity contract * Voya Investments, LLC Voya Fixed Account | — | — | — | $188K | 1.7% | |
| Voya Retirement Insurance & Annuity Company Voya Intermediate Bond Fund R6 | — | — | — | $173K | 1.6% | |
| Notes receivable Notes receivable with various maturities and interest rates * Participants ranging from 4.75% - 10.00% on all outstanding notes. - | — | — | — | $156K | 1.4% | |
| Voya Retirement Insurance & Annuity Company American Funds Wash Mutual R6 | — | — | — | $155K | 1.4% | |
| Voya Retirement Insurance & Annuity Company Eaton Vance-Atlanta Cap SMID-Cp F R6 | — | — | — | $120K | 1.1% | |
| Voya Retirement Insurance & Annuity Company DFA Intl Core Equity Port Inst | — | — | — | $106K | 1.0% | |
| Voya Retirement Insurance & Annuity Company DFA Emerging Markets Portfolio Inst | — | — | — | $105K | 0.9% | |
| Voya Retirement Insurance & Annuity Company MFS Value Fund R6 | — | — | — | $103K | 0.9% | |
| Voya Retirement Insurance & Annuity Company DFA Real Estate Securities Port Inst | — | — | — | $102K | 0.9% | |
| Voya Retirement Insurance & Annuity Company VY JPMorgan Sm Cp Core Eq Prt R6 | — | — | — | $89K | 0.8% | |
| Voya Retirement Insurance & Annuity Company American Funds New Perspective R6 | — | — | — | $82K | 0.7% | |
| Voya Retirement Insurance & Annuity Company PIMCO Real Return Fund Inst | — | — | — | $76K | 0.7% | |
| Voya Retirement Insurance & Annuity Company Columbia Select Mid Cap Value I3 | — | — | — | $74K | 0.7% | |
| Voya Retirement Insurance & Annuity Company DFA U.S. Targeted Value Port Inst | — | — | — | $71K | 0.6% | |
| Voya Retirement Insurance & Annuity Company Fidelity Freed Ind 2065 Fd Prm | — | — | — | $64K | 0.6% | |
| Voya Retirement Insurance & Annuity Company American Funds EuroPacific R6 | — | — | — | $47K | 0.4% | |
| Voya Retirement Insurance & Annuity Company Clearbridge SmallCap Growth Fund IS | — | — | — | $45K | 0.4% | |
| Voya Retirement Insurance & Annuity Company Voya Gv Mny Mkt F A | — | — | — | $39K | 0.4% | |
| Voya Retirement Insurance & Annuity Company Fidelity Freedom Ind Inc F Prm | — | — | — | $39K | 0.4% | |
| Voya Retirement Insurance & Annuity Company American Funds Cap Wd Bd R6 | — | — | — | $17K | 0.2% |
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