Sponsor portfolio
QUANTUM FINANCIAL STRATEGIES, INC.
EIN 13-4017745Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$3.7M assets
Welfare
0
Participants
2
118 NORTH BEDFORD ROAD, SUITE 100 - MT. KISCO, NY 10549914-220-8290
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | QUANTUM FINANCIAL STRATEGIES, INC. 401(K) PLAN | 401k | $3.7M | 2 | 2025 |
Retirement plans