Plan Snapshot
- Plan Sponsor: Quantum Real Estate Mgmt LLC
- Sponsor EIN: 134206996
- Sponsor Address: 5101 RIVER RD - STE 101, BETHESDA, MD, 208161560
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $4.1M
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 | 151 | $4.1M | $41,692 | $483,068 |
| 2023 | 151 | $3.2M | $32,084 | $397,687 |
| 2022 | 140 | $2.5M | $29,756 | $358,938 |
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 |
|---|---|---|---|---|
| CBIZ CPAS 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 | $24,958 | $17,796 | $6,028 | — | — |
| 2023 | $26,795 | $13,891 | $12,044 | — | — |
| 2022 | $23,001 | $9,279 | $13,722 | — | — |