Plan Ledger DOL Form 5500 · updated monthly

Quantum Residential, Inc.401(k)

QUANTUM RESIDENTIAL, INC. 401(K) RETIREMENT PLAN · VANCOUVER, WA · plan year 2023

Reported admin expense ratio · 2023
3.35%

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

Quantum Residential, Inc. reported $50,991 in plan administrative expenses for 2023: 3.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $820 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 rose from 3.16% to 3.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Washington (1,601st of 1,714), and 1,902nd of 2,096 in real estate & leasing. In 2023, employees put in $1.87 for every $1.00 the employer contributed; active participation has shrunk from 171 to 121 since 2022.

Plan summary
Net assets, end of year$1,636,855
Participants with balances194
Active participants121
Employer contributions$99,207
Employee contributions$185,896
Employer contribution per active participant$820
Average account balance$8,437
Benefits paid to participants$308,938
Plan auditUnmodified (clean) audit opinion
AuditorGEFFEN MESHER
Plan history3
Yearassets · accounts · employer contribution
2024$1.5M · 102 accts · $97K emplr
2023$1.6M · 194 accts · $99K emplr
2022$1.4M · 198 accts · $126K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$20,997
Investment management$9,428
Audit (IQPA)$20,566
Total administrative$50,991
The Quantum Residential, Inc. 401(k) match · 2023
Employer contribution per active participant$820
Median for plans this size$1,308
2024$743 per active participant
2023$820 per active participant
2022$735 per active participant

Quantum Residential, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ASCENSUS LLC · Recordkeeping$20,996
GEFFENMESHER · Accounting / audit$20,566
HUMAN INVESTING · Investment advisory (plan)$7,354

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$57,320 · 3.68%
2023$50,991 · 3.35%
2022$45,321 · 3.16%
Same employer
Similar plansReal Estate & Leasing · Washington
Axis Residential, LLC WA$2.1M · 0.24%
Tecton Corporation WA$1.7M · 0.18%
The Neiders Company LLC WA$531K · 1.43%
Olympic Management Co. WA$88K · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911497672 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.