How big is Quantum Financial Advisors, LLC's plan?

Quantum Financial Advisors, LLC's plan reported $1.7M in assets and 14 participants for 2024.

Original filing (PDF)20250725121635NAL0017083410082

Quantum Financial Advisors, LLC

Name: Quantum Financial Advisors, LLC — Quantum Financial, Form 5500 (2024)
Creator: Quantum Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Quantum Financial Advisors 401(k) Plan

401(k) retirement plan · Quantum Financial Advisors, LLC's Quantum Financial Advisors 401(k) Plan held $1.7M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

QIAN LIU signed Quantum Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Quantum Financial Advisors, LLC's EIN is 87-3466505.

EIN 87-3466505

Plan number 001

Plan year 2024

ACK ID 20250725121635NAL0017083410082

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Quantum Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Quantum Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for QUANTUM FINANCIAL ADVISORS, 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

Helping the score