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Original filing (PDF)20251001151200NAL0013394385001
QUEST ANALYTICS, LLC
Form 5500
FILING_RECEIVED
QUEST ANALYTICS RETIREMENT PLAN
401(k) retirement plan
Active participants
296
Accounts w/ balance
321
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
26 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUEST ANALYTICS, LLC.
Plan sponsor
Name
QUEST ANALYTICS, LLC
DBA
QUEST ANALYTICS
EIN
30-0381293
Address
9225 INDIAN CREEK PKWY · SUITE 200 · OVERLAND PARK, KS · 66210
Phone
(816) 601-1112
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-01
Pension benefit codes
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $58K | — |
Investments
26 direct securities· $23.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock LifePath Index 2040 K | — | — | — | $3.7M | 16.1% | |
| Blackrock LifePath Index 2050 K | — | — | — | $3.3M | 14.2% | |
| Blackrock LifePath Index 2030 K | — | — | — | $2.7M | 11.5% | |
| Blackrock LifePath Index 2055 K | — | — | — | $2.4M | 10.3% | |
| Blackrock LifePath Index 2045 K | — | — | — | $2.1M | 9.2% | |
| Fidelity 500 Index | — | — | — | $2.1M | 9.2% | |
| Blackrock LifePath Index 2035 K | — | — | — | $1.4M | 6.0% | |
| Blackrock LifePath Index 2060 K | — | — | — | $1.3M | 5.6% | |
| Fidelity Blue Chip Growth K | — | — | — | $1.2M | 5.1% | |
| Blackrock LifePath index Retirement K | — | — | — | $943K | 4.1% | |
| American Funds Balanced Fund R6 | — | — | — | $357K | 1.5% | |
| MFS Mid Cap Growth R6 | — | — | — | $334K | 1.4% | |
| Fidelity Brokerage accounts | — | — | — | $240K | 1.0% | |
| Fidelity Small Cap Index | — | — | — | $221K | 1.0% | |
| American Funds New Perspective R6 | — | — | — | $153K | 0.7% | |
| PGIM High Yield R6 | — | — | — | $139K | 0.6% | |
| Participant loans | — | — | — | $128K | 0.6% | |
| Fidelity International Index | — | — | — | $113K | 0.5% | |
| AB Small Cap Growth Z | — | — | — | $78K | 0.3% | |
| Fidelity Mid Cap Index | — | — | — | $75K | 0.3% | |
| Victory Sycamore Established Value R6 | — | — | — | $67K | 0.3% | |
| Hartford Dividend and Growth R6 | — | — | — | $52K | 0.2% | |
| Fidelity Real Estate Investment | — | — | — | $47K | 0.2% | |
| Fidelity US Bond Index | — | — | — | $37K | 0.2% | |
| Fidelity Government Money Market K6 | — | — | — | $24K | 0.1% | |
| Blackrock LifePath TOT Return K | — | — | — | $117 | <0.1% |
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