Plan Ledger DOL Form 5500 · updated monthly

Quantum Real Estate Mgmt LLC401(k)

QUANTUM REAL ESTATE MGMT LLC 401(K) PROFIT SHARING PLAN · BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Quantum Real Estate Mgmt LLC reported $24,958 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $276 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 2 years on file its reported administrative ratio fell from 0.91% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Maryland (1,348th of 1,671), and 1,619th of 2,096 in real estate & leasing. In 2024, employees put in $11.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,132,159
Participants with balances151
Active participants151
Employer contributions$41,692
Employee contributions$483,068
Employer contribution per active participant$276
Average account balance$27,365
Benefits paid to participants$260,449
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 151 accts · $42K emplr
2023$3.2M · 140 accts · $32K emplr
2022$2.5M · 125 accts · $30K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,162
Investment management$17,796
Total administrative$24,958
The Quantum Real Estate Mgmt LLC 401(k) match · 2024
Employer contribution per active participant$276
Median for plans this size$1,313
2024$276 per active participant
2023$212 per active participant
2022$213 per active participant

Quantum Real Estate Mgmt LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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
MML INVESTORS SERVICES, LLC · Investment advisory (participants) · Recordkeeping$17,796
PAYCHEX, INC. · Investment advisory (participants) · Recordkeeping$6,028

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

Recordkeeper by year2
2024MML INVESTORS SERVICES, LLC, Paychex
2023Paychex

This plan has changed recordkeepers within these filings. If you left Quantum Real Estate Mgmt LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$24,958 · 0.68%
2023$26,795 · 0.94%
2022$23,001 · 0.91%
Same employer
Similar plansReal Estate & Leasing · Maryland
The Donaldson Group, LLC MD$5.0M · 1.52%
Ralph J. Duffie, Inc. MD$4.4M · 0.90%
Horizon Land Co., LLC MD$4.3M · 1.05%
Ct Associates, Inc. MD$4.2M · 0.10%
Blue Ocean Realty, LLC MD$2.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134206996 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.