How big is Quercus Canyon Management, LLC's plan?

Quercus Canyon Management, LLC's plan reported $3.1M in assets and 5 participants for 2024.

Original filing (PDF)20250715152952NAL0002281073001

Quercus Canyon Management, LLC

Name: Quercus Canyon Management, LLC — Quercus Canyon, Form 5500 (2024)
Creator: Quercus Canyon Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Quercus Canyon Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Quercus Canyon Management, LLC's Quercus Canyon Management, LLC 401(k) Profit Sharing Plan held $3.1M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Quercus Canyon Management, LLC's EIN is 47-5148076.

EIN 47-5148076

Plan number 001

Plan year 2024

ACK ID 20250715152952NAL0002281073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Quercus Canyon Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Quercus Canyon Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for QUERCUS CANYON MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score