Original filing (PDF)20250718045542NAL0002160690001

QUESTMONT STRATEGIC WEALTH ADVISORS

Name: QUESTMONT STRATEGIC WEALTH ADVISORS — QUESTMONT 401(K) PLAN, Form 5500 (2024)
Creator: QUESTMONT STRATEGIC WEALTH ADVISORS

Form 5500-SF

FILING_RECEIVED

QUESTMONT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUESTMONT STRATEGIC WEALTH ADVISORS.

Plan sponsor

Name

QUESTMONT STRATEGIC WEALTH ADVISORS

EIN

25-1842367

Address

1027 MUMMA ROAD · LEMOYNE, PA · 17043

Phone

(717) 657-8878

Industry

Finance & Insurancesee 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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TIGER IRON CAPITAL LLC

TIGER IRON CAPITAL LLC 401(K) PLAN

$1.6M · 6 participants

HIGHBAR MANAGEMENT, LLC

HIGHBAR 401(K) PLAN

$1.6M · 3 participants

PENTAS WEALTH MANAGEMENT, LLC

PENTAS WEALTH MANAGEMENT, LLC RETIREMENT PLAN

$1.6M · 10 participants

WINDWARD CAPITAL GROUP, INC.

WINDWARD CAPITAL GROUP, INC. 401K PLAN

$1.6M · 9 participants

WINDWARD CAPITAL GROUP, INC.

WINDWARD CAPITAL GROUP, INC. 401K PLAN

$1.6M · 9 participants