How big is Quantum Metric Inc.'s plan?

Quantum Metric Inc.'s plan reported $26.7M in assets and 346 participants for 2024.

Original filing (PDF)20251001175410NAL0014631648001

Quantum Metric Inc.

Name: Quantum Metric Inc. — Quantum Metric 401(k) Plan, Form 5500 (2024)
Creator: Quantum Metric Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Quantum Metric 401(k) Plan

401(k) retirement plan · Quantum Metric Inc.'s Quantum Metric 401(k) Plan held $26.7M in plan assets for 346 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

346

Accounts w/ balance

450

Plan assets (EOY)

$26.7M

Net assets (EOY)

$26.7M

People on this filing

Glenn Trattner signed Quantum Metric Inc.'s 2024 Form 5500 as plan administrator.

Glenn Trattner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Quantum Metric Inc.'s EIN is 45-3359839.

EIN 45-3359839

Plan number 001

Plan year 2024

ACK ID 20251001175410NAL0014631648001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Quantum Metric Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Quantum Metric Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

QUANTUM METRIC INC

EIN

all filings

Address

10807 NEW ALLEGIANCE DR · SUITE 155 · COLORADO SPRINGS, CO · 80921

Phone

(719) 345-2400

Industry

Custom Computer Programming· Professional & Technical Services

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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$2K	—

Investments

39 direct securities· $26.9M(100% of reported assets)

Mutual Funds

$14.3M

20 holdings

Common Collective Trusts

$10.7M

8 holdings

Other securities

$1.1M

7 holdings

Common Stocks

$541K

2 holdings

Bonds / Notes

$201K

1 holding

U.S. Treasuries

$2K

1 holding

					% of plan
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$4.7M	17.6%
American Funds 2055 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$3.7M	14.0%
American Funds 2050 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$3.3M	12.4%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.7M	10.1%
American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$2.4M	9.0%
American Funds 2045 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1.3M	5.0%
Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$1.3M	4.8%
American Funds 2040 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1.2M	4.5%
Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$917K	3.4%
American Funds 2035 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$869K	3.3%
BlackRock Emerging Markets Fund Inc. Institutional Shares Mutual Fund	Common Stocks	—	—	$497K	1.9%
PGIM Jennison Growth Fund Class R6 Mutual Fund	Other securities	—	—	$430K	1.6%
Vanguard Real Estate Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$419K	1.6%
American Funds 2065 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$394K	1.5%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$368K	1.4%
Janus Henderson Developed World Bond Fund Class N Mutual Fund	Mutual Funds	—	—	$241K	0.9%
American Funds 2030 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$231K	0.9%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$229K	0.9%
John Hancock Funds Disciplined Value Fund Class R6 Mutual Fund	Other securities	—	—	$219K	0.8%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$201K	0.8%
Neuberger Berman Large Cap Value Fund Class R6 Mutual Fund	Other securities	—	—	$164K	0.6%
BlackRock Mid-Cap Growth Equity K Mutual Fund	Other securities	—	—	$160K	0.6%
Vanguard Federal Money Market Fund Mutual Fund	Mutual Funds	—	—	$111K	0.4%
VANGUARD FEDERAL MONEY MKT INV MONEY MARKET	Mutual Funds	—	$110K	$110K	0.4%
Invesco Small Cap Value Fund Class A Mutual Fund	Mutual Funds	—	—	$104K	0.4%
Vanguard FTSE Social Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$92K	0.3%
PGIM High Yield Fund Class R6 Mutual Fund	Other securities	—	—	$79K	0.3%
Vanguard Short-Term Investment-Grade Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$56K	0.2%
Vanguard International Growth Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$55K	0.2%
BlackRock International Fund of BlackRock Series Inc. Institutional Shares Mutual Fund	Common Stocks	—	—	$44K	0.2%
Wasatch Core Growth Fund Institutional Class Shares Mutual Fund	Other securities	—	—	$38K	0.1%
American Funds 2025 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$37K	0.1%
American Funds The Bond Fund of America Class A Mutual Fund	Mutual Funds	—	—	$34K	0.1%
American United States Government Mutual Fund	Other securities	—	—	$24K	<0.1%
Vanguard International Value Mutual Fund	Mutual Funds	—	—	$23K	<0.1%
PIMCO Funds Real Return Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$22K	<0.1%
American Funds 2015 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
American Funds 2020 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Lord Abbett Bond Debenture Fund Class R6 Mutual Fund	U.S. Treasuries	—	—	$2K	<0.1%