How big is Quest Financial, LLC's plan?

Quest Financial, LLC's plan reported $720K in assets and 11 participants for 2025.

Original filing (PDF)20260130080226NAL0010737762001

Quest Financial, LLC

Name: Quest Financial, LLC — Quest Financial, LLC 401(k), Form 5500 (2025)
Creator: Quest Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Quest Financial, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Quest Financial, LLC's Quest Financial, LLC 401(k) Profit Sharing Plan held $720K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$720K

Net assets (EOY)

$720K

People on this filing

Mathew Woodard signed Quest Financial, LLC's 2025 Form 5500 as plan administrator.

Mathew Woodard — 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

Quest Financial, LLC's EIN is 30-0075651.

EIN 30-0075651

Plan number 001

Plan year 2025

ACK ID 20260130080226NAL0010737762001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Quest Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Quest Financial, LLC'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 QUEST FINANCIAL, LLC.

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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