Original filing (PDF)20250725121635NAL0017083410082

QUANTUM FINANCIAL ADVISORS, LLC

Name: QUANTUM FINANCIAL ADVISORS, LLC — QUANTUM FINANCIAL ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: QUANTUM FINANCIAL ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

QUANTUM FINANCIAL ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUANTUM FINANCIAL ADVISORS, LLC.

Plan sponsor

Name

QUANTUM FINANCIAL ADVISORS, LLC

EIN

87-3466505

Address

222 N PCH FL10 · STE 120 · EL SEGUNDO, CA · 90245

Phone

(424) 447-8268

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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