What public Form 5500 filings show about the Goalquest Ventures LLC DBA Goalquest Financial Group 401(k) plan — and how to find and check your own account.
Goalquest Ventures LLC DBA Goalquest Financial Group (EIN 81-3884318) reports GOALQUEST FINANCIAL GROUP 401(K) PLAN on its most recent Form 5500, with $271K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Goalquest Ventures LLC DBA Goalquest Financial Group filing — schedules, fees, and providers.
Goalquest Ventures LLC DBA Goalquest Financial Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Goalquest Ventures LLC DBA Goalquest Financial GroupHR for the recordkeeper’s name and login.
