QUANTUM FINANCIAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
9
Active participants
24,759
Total plan assets
$411.0M
Filings (rows)
9
Direct comp
$699K
Indirect comp
$0
Aggregating 2 name variants under "QUANTUM FINANCIAL"
SERVICES PROVIDED
Other7
Broker2
Top plans served
All 9 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN | FOLSOM, CA | Other NONE | 11,059 | $205.6M | $12K |
| NEWPORT GROUP, INC. ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN | FOLSOM, CA | Other NONE | 8,076 | $130.4M | $7K |
| BD OF TRUSTEES BCTGM LOCAL 53 HEALTH BENEFITS FUND BCTGM LOCAL 53 HEALTH BENEFITS FUND | CLIFTON, NJ | Other NONE | 1,573 | $29.7M | $180K |
| BD OF TRUSTEES BCTGM LOCAL 53 HEALTH BENEFITS FUND BCTGM LOCAL 53 HEALTH BENEFITS FUND | RUTHERFORD, NJ | Other NONE | 1,685 | $25.0M | $33K |
| BOARD OF TRUSTEES, BAKERS UNION LOCAL 37 HEALTH & BAKERS UNION LOCAL 37 HEALTH & WELFARE FUND | MOUNT KISCO, NY | Other NONE | 659 | $7.0M | $92K |
| BOARD OF TRUSTESS, BAKERS UNION LOCAL 37 HEALTH & BAKERS UNION LOCAL 37 HEALTH & WELFARE FUND | MOUNT KISCO, NY | Other NONE | 693 | $6.9M | $29K |
| BOARD OF TRUSTEES, BAKERS UNION LOCAL 37 HEALTH & BAKERS UNION LOCAL 37 HEALTH & WELFARE FUND | MOUNT KISCO, NY | Other NONE | 644 | $6.1M | $93K |
| BOARD OF TRUSTEES NYSA-PPGU WELFARE FUND & PLAN | BAYONNE, NJ | Broker INSURANCE BROKER | 176 | $119K | $115K |
| BOARD OF TRUSTEES NYSA-PPGU WELFARE FUND & PLAN | BAYONNE, NJ | Broker INSURANCE BROKER | 194 | $70K | $138K |