Monica Foster signed Quantum Health, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quantum Health, Inc.'s EIN is 20-8423895.
Download the official 2024 Form 5500 (PDF) for Quantum Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quantum Health, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $175K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 31-1440043 | — | ADVISOR | $98K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds AF Target Date 2055 R6 N/A | Mutual Funds | — | — | $13.4M | 12.3% | |
| American Funds AF Target Date 2050 R6 N/A | Mutual Funds | — | — | $10.7M | 9.8% | |
| American Funds AF Target Date 2045 R6 N/A | Mutual Funds | — | — | $10.4M | 9.5% | |
| Vanguard Vang Growth IDX ADM N/A | Common Collective Trusts | — | — | $8.7M | 8.0% | |
| American Funds AF Target Date 2035 R6 N/A | Mutual Funds | — | — | $6.5M | 5.9% | |
| Fidelity 500 Index N/A | Common Collective Trusts | — | — | $6.4M | 5.9% | |
| American Funds AF Target Date 2040 R6 N/A | Mutual Funds | — | — | $6.4M | 5.9% | |
| American Funds AF Target Date 2030 R6 N/A | Mutual Funds | — | — | $5.2M | 4.8% | |
| Dodge & Cox Dodge & Cox Intl Sk X N/A | Mutual Funds | — | — | $5.0M | 4.6% | |
| Vanguard Vang Equity Inc ADM N/A | Mutual Funds | — | — | $4.2M | 3.8% | |
| American Funds AF Target Date 2025 R6 N/A | Mutual Funds | — | — | $3.9M | 3.5% | |
| Vanguard Vang Mid Cap IDX ADM N/A | Common Collective Trusts | — | — | $3.2M | 2.9% | |
| Vanguard Vang MDCPVAL IDX ADM N/A | Common Collective Trusts | — | — | $2.6M | 2.4% | |
| Participant loans Annual interest rates ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $2.0M | 1.8% | |
| Dodge & Cox Dodge & Cox Income X N/A | Mutual Funds | — | — | $1.8M | 1.7% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.6% | |
| Vanguard Vang SMCP GR IDX ADM N/A | Common Collective Trusts | — | — | $1.5M | 1.4% | |
| American Funds AF Target Date 2060 R6 N/A | Mutual Funds | — | — | $1.5M | 1.4% | |
| Fidelity Capital & Income N/A | Mutual Funds | — | — | $1.5M | 1.3% | |
| Vanguard Vang Sm Cap VL IDX Adm N/A | Common Collective Trusts | — | — | $1.4M | 1.3% | |
| American Funds AF New World R6 N/A | Mutual Funds | — | — | $1.4M | 1.3% | |
| Vanguard Vang MDCPGR IDX ADM N/A | Common Collective Trusts | — | — | $1.3M | 1.2% | |
| Cohen & Steers C&S Real Estate N/A | Other securities | — | — | $1.2M | 1.1% | |
| Principal PIF Cap Apprec Inst N/A | Other securities | — | — | $1.1M | 1.0% | |
| Prudential PRU/J Utility Z N/A | Other securities | — | — | $1.1M | 1.0% | |
| Pimco PIM Real Return Inst N/A | Mutual Funds | — | — | $928K | 0.9% | |
| American Funds AF Target Date 2020 R6 N/A | Mutual Funds | — | — | $927K | 0.9% | |
| Vanguard Vang SM Cap IDX Adm N/A | Common Collective Trusts | — | — | $900K | 0.8% | |
| Pimco PIM For BD US HG I N/A | Mutual Funds | — | — | $735K | 0.7% | |
| American Funds AF Target Date 2065 R6 N/A | Mutual Funds | — | — | $621K | 0.6% | |
| Vanguard Vang Intm DB IDX ADM N/A | Common Collective Trusts | — | — | $581K | 0.5% | |
| American Funds AF Target Date 2015 R6 N/A | Mutual Funds | — | — | $222K | 0.2% | |
| Fidelity Govt Mmarket N/A | Mutual Funds | — | — | $19K | <0.1% | |
| American Funds AF Target Date 2010 R6 N/A | Mutual Funds | — | — | $6K | <0.1% | |
| GG EMERGING MKTS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE PLUS BOND II R1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
