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Original filing (PDF)20251231132703NAL0019959153001
QUANTUM PHYSICIAN SERVICES, LLC
Form 5500
FILING_RECEIVED
QUANTUM RADIOLOGY, P.C. RETIREMENT PLAN
401(k) retirement plan
Signals · 3
Late filing · 1.5 mo60% in single holdingNo recordkeeper disclosed
Active participants
151
Accounts w/ balance
170
Plan assets (EOY)
$86.4M
Net assets (EOY)
$86.3M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
94
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.5 months past the 10.5-month grace window.
- Top holding "Common Collective Trust Fund Great Grey BlackRock U.S. Debt Index Cl 1 ** 533 Self-Directed Accounts Other Self-Directed Accounts" is 60% of plan.
- 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 QUANTUM PHYSICIAN SERVICES, LLC.
Plan sponsor
Name
QUANTUM PHYSICIAN SERVICES, LLC
EIN
20-5012597
Address
790 CHURCH STREET, SUITE 400 · MARIETTA, GA · 300608957
Phone
(770) 952-8899
Industry
Health Care & Social Assistancesee 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
2025-12-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | PALM BEACH ISLAND, FL | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| TRUIST INVESTMENT SERVICES | — | RICHMOND, VA | NONE | $0 | — |
| ASSETMARK | — | LYNCHBURG, VA | NONE | $0 | — |
| OPPENHEIMER & CO., INC. | — | NEW YORK, NY | NONE | $0 | — |
Investments
25 direct securities · 1 pooled fund· $82.7M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$82.2M
24 holdings
Mutual Funds
$517K
1 holding
Common Collective Trust
$533
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Common Collective Trust Fund Great Grey BlackRock U.S. Debt Index Cl 1 ** 533 Self-Directed Accounts Other Self-Directed Accounts | — | — | — | $49.9M | 57.8% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $5.2M | 6.0% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $4.8M | 5.6% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $4.6M | 5.3% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $3.6M | 4.1% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $3.2M | 3.8% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $3.1M | 3.6% | |
| Vanguard 500 Index Admiral | — | — | — | $2.5M | 2.9% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $1.0M | 1.2% | |
| Vanguard Target Retirement Income Inv | — | — | — | $809K | 0.9% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $643K | 0.7% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $624K | 0.7% | |
| American Funds American Fds Growth-R6 | Mutual Funds | — | — | $517K | 0.6% | |
| Vanguard Small Cap Index Adm | — | — | — | $421K | 0.5% | |
| DFA International Core Equity 2 | — | — | — | $373K | 0.4% | |
| Vanguard Inflation-Protected Secs Adm | — | — | — | $271K | 0.3% | |
| DFA US Large Cap Value I | — | — | — | $251K | 0.3% | |
| American Funds Small Cap World Fund Class R-6 | — | — | — | $220K | 0.3% | |
| Vanguard LifeStrategy Growth Inv | — | — | — | $169K | 0.2% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $144K | 0.2% | |
| Vanguard International Growth Adm | — | — | — | $124K | 0.1% | |
| Vanguard Wellington™ Admiral™ | — | — | — | $68K | <0.1% | |
| Money Market Fund Vanguard Retirement Cash Account | — | — | — | $68K | <0.1% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $58K | <0.1% | |
| Notes Receivable from Participants * Participant loans Interest rates range from 4.25% to 9.50% | — | — | — | $27K | <0.1% | |
| BLACKROCK U.S. DEBT INDEX CLASS 1 GREAT GREY COLLECTIVE INVESTMENT TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $533 | <0.1% |