Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
QUANTA FINANCE, LLC
EIN 81-3742058financial servicesLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
41
4195 E THOUSAND OAKS BLVD., STE 201 - WESTLAKE VILLAGE, CA 91362805-660-1282quantafinance.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 41 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#002
QUANTA FINANCE, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.3M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
QUANTA FINANCE, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$988K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | QUANTA FINANCE, LLC DEFINED BENEFIT PLAN | TraditionalDB | $2.3M | 20 | 2024 | |
| 001 | QUANTA FINANCE, LLC 401(K) PROFIT SHARING PLAN | 401k | $988K | 21 | 2024 |
Retirement plans