# Quantum Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/quantum-health-inc-401k-plan

> Quantum Health, INC.'s 401(k) plan: 2,257 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EVERHART FINANCIAL GROUP INC](https://planprovider.pro/provider/everhart-advisors) — 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|—|—|—|—|

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