How big is Quantis Wealth Management's plan?

Quantis Wealth Management's plan reported $1.1M in assets and 16 participants for 2024.

Original filing (PDF)20251014170226NAL0006904754001

Quantis Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Quantis Wealth Management 401(k) Plan

401(k) retirement plan · Quantis Wealth Management's Quantis Wealth Management 401(k) Plan held $1.1M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Quantis Wealth Management's EIN is 82-3753258.

EIN 82-3753258

Plan number 001

Plan year 2024

ACK ID 20251014170226NAL0006904754001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Quantis Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Quantis Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off