Plan Snapshot
- Plan Sponsor: Quantum Health, INC.
- Sponsor EIN: 208423895
- Sponsor Address: 5240 BLAZER PARKWAY, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Total Participants: 2,257
- Total Assets: $109.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,257 | $109.0M | $6.0M | $13.5M |
| 2023 | 2,281 | $88.1M | $5.6M | $12.0M |
| 2022 | 1,776 | $63.4M | $4.2M | $9.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $175,093 | — | $175,093 |
| EVERHART FINANCIAL GROUP INC | ADVISOR | $97,508 | — | $97,508 |
| WHALEN CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- EVERHART FINANCIAL GROUP INC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $272,601
- Estimated Expense Ratio: 0.250% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $272,601 | $97,508 | — | — | — |
| 2023 | $193,905 | $68,699 | — | — | — |
| 2022 | $181,293 | — | — | — | — |