How big is Quantum Financial Planning Services, Inc.'s plan?

Quantum Financial Planning Services, Inc.'s plan reported $5.1M in assets and 17 participants for 2024.

Original filing (PDF)20260203163230NAL0004300466001

Quantum Financial Planning Services, Inc.

Name: Quantum Financial Planning Services, Inc. — Form 5500 Plan 001 (2024)
Creator: Quantum Financial Planning Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Quantum Financial Planning Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Quantum Financial Planning Services, Inc.'s Quantum Financial Planning Services, Inc. 401(k) Profit Sharing Plan held $5.1M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

Quantum Financial Planning Services, Inc.'s EIN is 91-1515592.

EIN 91-1515592

Plan number 001

Plan year 2024

ACK ID 20260203163230NAL0004300466001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Quantum Financial Planning Services, Inc.'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 QUANTUM FINANCIAL PLANNING SERVICES, INC..

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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