Eric Brown signed Quantum Physician Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quantum Physician Services, LLC's EIN is 20-5012597.
Download the official 2024 Form 5500 (PDF) for Quantum Physician Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quantum Physician Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| 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 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Common Collective Trust Fund Great Grey BlackRock U.S. Debt Index Cl 1 ** 533 Self-Directed Accounts Other Self-Directed Accounts | Self-Directed Brokerage | — | — | $49.9M | 57.8% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $5.2M | 6.0% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $4.8M | 5.6% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $4.6M | 5.3% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $3.6M | 4.1% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $3.2M | 3.8% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $3.1M | 3.6% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.5M | 2.9% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.0M | 1.2% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $809K | 0.9% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $643K | 0.7% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $624K | 0.7% | |
| American Funds American Fds Growth-R6 | Mutual Funds | — | — | $517K | 0.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $421K | 0.5% | |
| DFA International Core Equity 2 | Mutual Funds | — | — | $373K | 0.4% | |
| Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | — | $271K | 0.3% | |
| DFA US Large Cap Value I | Mutual Funds | — | — | $251K | 0.3% | |
| American Funds Small Cap World Fund Class R-6 | Mutual Funds | — | — | $220K | 0.3% | |
| Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $169K | 0.2% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $144K | 0.2% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $124K | 0.1% | |
| Vanguard Wellington™ Admiral™ | Mutual Funds | — | — | $68K | <0.1% | |
| Money Market Fund Vanguard Retirement Cash Account | Mutual Funds | — | — | $68K | <0.1% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $58K | <0.1% | |
| Notes Receivable from Participants * Participant loans Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| OPPENHEIMER & CO., INC. |
| — |
| NEW YORK, NY |
| NONE |
| $0 |
| — |
