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Original filing (PDF)20251013123233NAL0000597747001
QUANTUM CORPORATION
Form 5500
FILING_RECEIVED
QUANTUM CORPORATION SHORT-TERM DISABILITY & PAID FAMILY LEAVE BENEFIT PLAN
Health & welfare plan
Signals · 2
~92675 bps in Sched C feesNo recordkeeper disclosed
Active participants
455
Accounts w/ balance
—
Plan assets (EOY)
$5K
Net assets (EOY)
-$31K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 92675 bps in Schedule C fees — 58555% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUANTUM CORPORATION.
Plan sponsor
Name
QUANTUM CORPORATION
EIN
94-2665054
Address
224 AIRPORT PKWY · STE 550 · SAN JOSE, CA · 95110
Phone
(800) 499-9007
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
BROCK AND COMPANY CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROCK AND COMPANY CPAS, P.C. | 84-0930288 | — | ACCOUNTING | $18K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | 93-0242990 | — | CLAIMS | $20K | — |
| TRISTAR BENEFIT ADMINISTRATORS, INC | — | LONG BEACH, CA | ADMINISTRATION | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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