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Original filing (PDF)20251015151520NAL0005261329001
QUANTUM FUEL SYSTEMS LLC
Form 5500
FILING_RECEIVED
QUANTUM 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
155
Accounts w/ balance
135
Plan assets (EOY)
$19.8M
Net assets (EOY)
$19.8M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "MFS MFS Growth R4" is 30% of plan.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUANTUM FUEL SYSTEMS LLC.
Plan sponsor
Name
QUANTUM FUEL SYSTEMS LLC
EIN
81-2080082
Address
25372 COMMERCENTRE DRIVE · LAKE FOREST, CA · 92630
Phone
(949) 885-7597
Industry
Manufacturingsee all
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HASKELL & WHITE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
34 direct securities· $19.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Growth R4 | — | — | — | $5.9M | 29.7% | |
| Empower Annuity Insurance EI Fixed Account - Series Class I Company of America | — | — | — | $1.8M | 9.1% | |
| Fidelity Extended Market Index | — | — | — | $1.7M | 8.7% | |
| State Street State St S&P 500 Indx SL Cl II | — | — | — | $1.5M | 7.6% | |
| Invesco Discovery Y | — | — | — | $1.0M | 5.1% | |
| State Street SSGA Russell LC Value Index NL Class C | — | — | — | $1.0M | 5.1% | |
| Fidelity Small Cap Value Index | — | — | — | $734K | 3.7% | |
| iShares MSCI EAFE International Index K | — | — | — | $731K | 3.7% | |
| BlackRock LifePath Index 2040 K | — | — | — | $496K | 2.5% | |
| BlackRock Sustainable Adv Lrg Cap Core K | — | — | — | $494K | 2.5% | |
| PGIM Total Return Bond Z | — | — | — | $469K | 2.4% | |
| American Funds American Funds International Vntg R6 | — | — | — | $437K | 2.2% | |
| American Funds American Funds American Mutual R6 | — | — | — | $374K | 1.9% | |
| BlackRock LifePath Index 2050 K | — | — | — | $361K | 1.8% | |
| iShares U.S. Aggregate Bond Index K | — | — | — | $361K | 1.8% | |
| BlackRock LifePath Index Retirement K | — | — | — | $243K | 1.2% | |
| BlackRock LifePath Index 2030 K | — | — | — | $228K | 1.1% | |
| PGIM High-Yield R6 | — | — | — | $218K | 1.1% | |
| through November 2038 – | — | — | — | $197K | 1.0% | |
| BlackRock LifePath Index 2035 K | — | — | — | $190K | 1.0% | |
| DFA Emerging Markets Value I | — | — | — | $176K | 0.9% | |
| PIMCO Income Instl | — | — | — | $167K | 0.8% | |
| Fidelity Small Cap Growth Index | — | — | — | $127K | 0.6% | |
| BlackRock LifePath Index 2060 K | — | — | — | $127K | 0.6% | |
| Franklin Templeton Franklin Real Estate Securities Adv | — | — | — | $117K | 0.6% | |
| BlackRock LifePath Index 2045 K | — | — | — | $112K | 0.6% | |
| Invesco Discovery Mid Cap Growth R6 | — | — | — | $108K | 0.5% | |
| BlackRock LifePath Index 2055 K | — | — | — | $98K | 0.5% | |
| Fidelity Mid Cap Value Index | — | — | — | $82K | 0.4% | |
| State Street State St REIT Indx SL Cl II | — | — | — | $74K | 0.4% | |
| Putnam Global Technology Fund Y | — | — | — | $68K | 0.3% | |
| Fidelity Small Cap Index | — | — | — | $57K | 0.3% | |
| Franklin Templeton Franklin Small Cap Value Adv | — | — | — | $27K | 0.1% | |
| Fidelity Mid Cap Growth Index | — | — | — | $13K | <0.1% |
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