How big is Questmont Strategic Wealth Advisors' plan?

Questmont Strategic Wealth Advisors' plan reported $1.6M in assets and 8 participants for 2024.

Original filing (PDF)20250718045542NAL0002160690001

Questmont Strategic Wealth Advisors

Name: Questmont Strategic Wealth Advisors — Questmont, Form 5500 (2024)
Creator: Questmont Strategic Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Questmont 401(k) Plan

401(k) retirement plan · Questmont Strategic Wealth Advisors' Questmont 401(k) Plan held $1.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Nathan Imboden signed Questmont Strategic Wealth Advisors' 2024 Form 5500 as plan administrator.

Nathan Imboden — 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

Questmont Strategic Wealth Advisors' EIN is 25-1842367.

EIN 25-1842367

Plan number 001

Plan year 2024

ACK ID 20250718045542NAL0002160690001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Questmont Strategic Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Questmont Strategic Wealth Advisors' 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 QUESTMONT STRATEGIC WEALTH ADVISORS.

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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