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Original filing (PDF)20251015200244NAL0005784609001
QUEST RESOURCE MANAGEMENT GROUP,
Form 5500
FILING_RECEIVED
QUEST RESOURCE MANAGEMENT GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
211
Accounts w/ balance
179
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUEST RESOURCE MANAGEMENT GROUP,.
Plan sponsor
Name
QUEST RESOURCE MANAGEMENT GROUP,
EIN
20-8500066
Address
PO BOX 560261 · THE COLONY, TX · 75056
Phone
(972) 464-0014
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
15 direct securities · 5 pooled funds· $8.9M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$7.3M
15 holdings
Common Collective Trust
$1.5M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $1.9M | 21.2% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $1.2M | 13.2% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $1.1M | 12.3% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $847K | 9.3% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $702K | 7.7% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $418K | 4.6% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $412K | 4.5% | |
| LORD ABBETT DEVELOPING GROW-A | Registered Investment Companies | — | — | $328K | 3.6% | |
| AMERCENT HERITAGE FUND - A | Registered Investment Companies | — | — | $266K | 2.9% | |
| BLACKROCK EQUITY DIVIDEND - A | Registered Investment Companies | — | — | $265K | 2.9% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $250K | 2.7% | |
| GS SMALL CAP VALUE FUND - A | Registered Investment Companies | — | — | $237K | 2.6% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $203K | 2.2% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $187K | 2.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $172K | 1.9% | |
| VICTORY RS LARGE CAP ALPHA A | Registered Investment Companies | — | — | $172K | 1.9% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $69K | 0.8% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $38K | 0.4% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $23K | 0.3% | |
| MACQUARIE INTL CORE EQ A | Registered Investment Companies | — | — | $23K | 0.2% |
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