D. Frank Pitts signed Quantum Research International, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quantum Research International, Inc.'s EIN is 63-0956857.
Download the official 2023 Form 5500 (PDF) for Quantum Research International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Quantum Research International, Inc.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HILL FOGG & ASSOCIATES, PC | 63-0857231 | — | ACCOUNTANT | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $8.6M | 22.2% | |
| Merrill Lynch Retirement Bank Account | Other securities | — | — | $3.8M | 9.8% | |
| Ishares S&P 500 Index INSTL | Common Collective Trusts | — | — | $3.7M | 9.5% | |
| Lord Abbett Total Return A GM | Mutual Funds | — | — | $2.9M | 7.4% | |
| Loomis Sayles Ltd Trm Gov & Ag GM | Common Stocks | — | — | $2.8M | 7.1% | |
| Lazard International Strategic Open GM | Other securities | — | — | $2.3M | 6.0% | |
| Ishares S&P 500 Index INSTL GM | Common Collective Trusts | — | — | $1.7M | 4.3% | |
| Principal MidCap Fund A GM | Other securities | — | — | $1.6M | 4.0% | |
| JP Morgan Large Cap Growth Fund A | Other securities | — | — | $1.3M | 3.4% | |
| Principal MidCap Fund A | Other securities | — | — | $1.3M | 3.3% | |
| JP Morgan Large Cap Growth Fund A GM | Other securities | — | — | $1.3M | 3.3% | |
| Lazard International Strategic Open | Other securities | — | — | $1.0M | 2.6% | |
| PIMCO Total Return Fund A | Mutual Funds | — | — | $782K | 2.0% | |
| Macquarie Small Cap Core Fund Y | Other securities | — | — | $656K | 1.7% | |
| First Eagle Global Fund | Other securities | — | — | $553K | 1.4% | |
| Lord Abbett Total Return Fund A | Mutual Funds | — | — | $523K | 1.3% | |
| Macquarie Small Cap Core Fund Y GM | Other securities | — | — | $491K | 1.3% | |
| Janus Henderson Triton Fund A | Mutual Funds | — | — | $377K | 1.0% | |
| PIMCO StockPlus Small Fund A | Mutual Funds | — | — | $328K | 0.8% | |
| Janus Henderson Triton Fund A GM | Mutual Funds | — | — | $297K | 0.8% | |
| Participant loans | Participant loans | — | — | $250K | 0.6% | |
| TCW Total Return Bond Fund | Other securities | — | — | $207K | 0.5% | |
| Macquarie High Income Fund Y | Other securities | — | — | $195K | 0.5% | |
| Loomis Sayles Ltd Trm Gov & Ag | Common Stocks | — | — | $181K | 0.5% | |
| Merrill Lynch Pending Settlement Fund | Other securities | — | — | $60 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
