Plan Ledger DOL Form 5500 · updated monthly

Quantum Health, Inc.401(k)

QUANTUM HEALTH, INC. 401(K) PLAN · DUBLIN, OH · plan year 2024

Reported admin expense ratio · 2024
0.28%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Quantum Health, Inc. reported $272,601 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,641 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.277%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 345th-largest of 3,295 plans among Ohio employers on file, and the 1,395th of 11,654 in professional & technical services. In 2024, employees put in $2.26 for every $1.00 the employer contributed; active participation has grown from 1,776 to 2,257 since 2022.

Plan summary
Net assets, end of year$108,987,730
Participants with balances2,453
Active participants2,257
Employer contributions$5,959,857
Employee contributions$13,459,232
Employer contribution per active participant$2,641
Average account balance$44,430
Benefits paid to participants$15,236,292
Plan auditUnmodified (clean) audit opinion
AuditorWHALEN CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$109.0M · 2,453 accts · $6.0M emplr
2023$88.1M · 2,442 accts · $5.6M emplr
2022$63.4M · 1,826 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$175,093
Investment management$97,508
Total administrative$272,601
The Quantum Health, Inc. 401(k) match · 2024
Employer contribution per active participant$2,641
Median for plans this size$3,635
2024$2,641 per active participant
2023$2,453 per active participant
2022$2,382 per active participant

Quantum Health, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$175,093
EVERHART FINANCIAL GROUP INC · Investment advisory (plan)$97,508

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$272,601 · 0.28%
2023$193,905 · 0.26%
2022$181,293 · 0.28%
Same employer
Similar plansProfessional & Technical Services · Ohio
Burke, Inc. OH$129.0M
Tucker Ellis LLP OH$128.8M · 0.16%
Reminger Co., L.P.A. OH$118.7M · 0.10%
Spitzer Management, Inc. OH$106.2M · 0.41%
Eastman & Smith LTD. OH$106.2M · 0.10%
Hill, Barth & King, LLC OH$97.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208423895 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.