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Original filing (PDF)20251010051957NAL0012480352001
QUEST GLOBAL SERVICES N.A., INC.
Form 5500
FILING_RECEIVED
QUEST GLOBAL 401(K) PLAN
401(k) retirement plan
Active participants
2,023
Accounts w/ balance
2,687
Plan assets (EOY)
$90.3M
Net assets (EOY)
$90.3M
How this plan invests
This plan
12 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 52% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUEST GLOBAL SERVICES N.A., INC..
Plan sponsor
Name
QUEST GLOBAL SERVICES N.A., INC.
EIN
31-1393419
Address
175 ADDISON RD SUITE 6F · WINDSOR, CT · 06095
Phone
(860) 881-0488
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $202K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | ACCOUNTANT | $17K | — |
Investments
13 direct securities · 12 pooled funds· $89.2M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$51.8M
12 holdings
Registered Investment Companies
$37.4M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $13.6M | 15.1% | |
| TRP RET 2050 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $9.8M | 10.9% | |
| TRP RET 2055 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $6.3M | 7.0% | |
| TRP RET 2040 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $5.6M | 6.2% | |
| TRP RET 2060 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $5.5M | 6.1% | |
| TRP RET 2045 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $5.4M | 5.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $4.8M | 5.3% | |
| TRP RET 2030 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $4.8M | 5.3% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $4.6M | 5.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $4.4M | 4.9% | |
| TRP RET 2025 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.7M | 4.1% | |
| TRP RET 2035 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $3.6M | 4.0% | |
| TRP RET 2020 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.4M | 3.8% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.1M | 2.4% | |
| T ROWE PRICE VALUE FUND I | Registered Investment Companies | — | — | $2.1M | 2.3% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $1.5M | 1.7% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.5M | 1.6% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $904K | 1.0% | |
| EATON VANCE INCOME BOSTON R6 | Registered Investment Companies | — | — | $894K | 1.0% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $885K | 1.0% | |
| TRP RET 2010 TRUST A T, ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $849K | 0.9% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $801K | 0.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $801K | 0.9% | |
| TRP RET 2015 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $659K | 0.7% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $652K | 0.7% |