How big is David Queller & Co.'s plan?

David Queller & Co.'s plan reported $6.7M in assets and 9 participants for 2025.

Original filing (PDF)20260520125632NAL0001600225001

David Queller & Co.

Name: David Queller & Co. — David Queller & Co. Employee, Form 5500 (2025)
Creator: David Queller & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Queller & Co. Employee Savings Plan

401(k) retirement plan · David Queller & Co.'s David Queller & Co. Employee Savings Plan held $6.7M in plan assets for 9 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

Howard Queller signed David Queller & Co.'s 2025 Form 5500 as plan administrator.

Howard Queller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David Queller & Co.'s EIN is 13-2906293.

EIN 13-2906293

Plan number 003

Plan year 2025

ACK ID 20260520125632NAL0001600225001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David Queller & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David Queller & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID QUELLER & CO..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score