How big is Quorum Private Wealth LLC's plan?

Quorum Private Wealth LLC's plan reported $4.1M in assets and 10 participants for 2025.

Original filing (PDF)20260512190900NAL0013978274001

Quorum Private Wealth LLC

Name: Quorum Private Wealth LLC — Quorum Private Wealth, Form 5500 (2025)
Creator: Quorum Private Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Quorum Private Wealth LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Quorum Private Wealth LLC's Quorum Private Wealth LLC 401(k) Profit Sharing Plan & Trust held $4.1M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

William Michael Barry signed Quorum Private Wealth LLC's 2025 Form 5500 as plan administrator.

William Michael Barry — 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

Quorum Private Wealth LLC's EIN is 86-3601852.

EIN 86-3601852

Plan number 001

Plan year 2025

ACK ID 20260512190900NAL0013978274001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Quorum Private Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Quorum Private Wealth 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 QUORUM PRIVATE WEALTH 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

Knocking points off