Plan Snapshot
- Plan Sponsor: Quantum Physician Services, LLC
- Sponsor EIN: 205012597
- Sponsor Address: 790 CHURCH STREET, SUITE 400, MARIETTA, GA, 300608957
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $86.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 151 | $86.4M | $3.6M | $2.3M |
| 2023 | 151 | $78.9M | $3.4M | $2.1M |
| 2022 | 122 | $61.7M | $2.8M | $1.9M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $22,808 | — | — | — | — |
| 2023 | $96,901 | — | $96,901 | — | — |
| 2022 | $83,311 | $82,783 | $528 | — | — |