Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
QUANTUM INVESTMENTS, INC.
EIN 37-1466420investment managementLatest filing 2025
Plans
2
Retirement
2
$423K assets
Welfare
0
Participants
18
25422 TRABUCO ROAD, SUITE 105-323 - LAKE FOREST, CA 92630714-240-5151quantumaiinc.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $423K assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
QUANTUM INVESTMENTS, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$402K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
QUANTUM INVESTMENTS, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$21K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | QUANTUM INVESTMENTS, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $402K | 8 | 2024 | |
| 002 | QUANTUM INVESTMENTS, INC. PROFIT SHARING PLAN | ProfitSharing | $21K | 10 | 2025 |
Retirement plans