Lindsey DREW signed Quest Analytics, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quest Analytics, LLC's EIN is 30-0381293.
Download the official 2024 Form 5500 (PDF) for Quest Analytics, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quest Analytics, LLC's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock LifePath Index 2040 K | Other securities | — | — | $3.7M | 16.1% | |
| Blackrock LifePath Index 2050 K | Other securities | — | — | $3.3M | 14.2% | |
| Blackrock LifePath Index 2030 K | Other securities | — | — | $2.7M | 11.5% | |
| Blackrock LifePath Index 2055 K | Other securities | — | — | $2.4M | 10.3% | |
| Blackrock LifePath Index 2045 K | Other securities | — | — | $2.1M | 9.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.1M | 9.2% | |
| Blackrock LifePath Index 2035 K | Other securities | — | — | $1.4M | 6.0% | |
| Blackrock LifePath Index 2060 K | Other securities | — | — | $1.3M | 5.6% | |
| Fidelity Blue Chip Growth K | Mutual Funds | — | — | $1.2M | 5.1% | |
| Blackrock LifePath index Retirement K | Other securities | — | — | $943K | 4.1% | |
| American Funds Balanced Fund R6 | Mutual Funds | — | — | $357K | 1.5% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $334K | 1.4% | |
| Fidelity Brokerage accounts | Self-Directed Brokerage | — | — | $240K | 1.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $221K | 1.0% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $153K | 0.7% | |
| PGIM High Yield R6 | Other securities | — | — | $139K | 0.6% | |
| Participant loans | Participant loans | — | — | $128K | 0.6% | |
| Fidelity International Index | Mutual Funds | — | — | $113K | 0.5% | |
| AB Small Cap Growth Z | Other securities | — | — | $78K | 0.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $75K | 0.3% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $67K | 0.3% | |
| Hartford Dividend and Growth R6 | Other securities | — | — | $52K | 0.2% | |
| Fidelity Real Estate Investment | Mutual Funds | — | — | $47K | 0.2% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $37K | 0.2% | |
| Fidelity Government Money Market K6 | Mutual Funds | — | — | $24K | 0.1% | |
| Blackrock LifePath TOT Return K | Other securities | — | — | $117 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
