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Original filing (PDF)20250721182544NAL0000781267001
QUANTUM RESIDENTIAL, INC.
Form 5500
FILING_RECEIVED
QUANTUM RESIDENTIAL, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
~373 bps in Sched C feesNo recordkeeper disclosed
Active participants
130
Accounts w/ balance
102
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 373 bps in Schedule C fees — 617% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUANTUM RESIDENTIAL, INC..
Plan sponsor
Name
QUANTUM RESIDENTIAL, INC.
EIN
91-1497672
Address
601 E. 16TH STREET · VANCOUVER, WA · 98663
Phone
(360) 905-0163
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GEFFEN MESHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $26K | — |
| GEFFENMESHER | — | PORTLAND, OR | NONE | $21K | — |
| HUMAN INVESTING | 74-3130983 | — | NONE | $8K | — |
Investments
13 direct securities· $1.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $342K | 23.1% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $327K | 22.1% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $224K | 15.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $146K | 9.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $96K | 6.5% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $88K | 5.9% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $57K | 3.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $50K | 3.4% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $49K | 3.3% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $44K | 3.0% | |
| PIMCO Commodity Real Ret Strat Instl PIMCO 0 | — | — | — | $25K | 1.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 543 Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $19K | 1.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 982 Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1K | <0.1% |
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