Quist Financial Inc. DBA Quist Valuation 401(k) Plan

The Quist Financial Inc. DBA Quist Valuation 401(k) on its latest Form 5500

Quist Financial Inc. DBA Quist Valuation (EIN 84-0952849) reports QUIST VALUATION 401(K) PLAN on its most recent Form 5500, with $1.1M in plan assets across 5 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 Quist Financial Inc. DBA Quist Valuation filing — schedules, fees, and providers.

Who runs the Quist Financial Inc. DBA Quist Valuation 401(k)?

Quist Financial Inc. DBA Quist Valuation’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 Quist Financial Inc. DBA Quist ValuationHR for the recordkeeper’s name and login.

How to check your Quist Financial Inc. DBA Quist Valuation 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Quist Financial Inc. DBA Quist Valuation HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).