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Original filing (PDF)20251014155650NAL0006706498001
VIAQUEST, INC.
Form 5500
FILING_RECEIVED
VIAQUEST, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2,908
Accounts w/ balance
498
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
79 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 17% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIAQUEST, INC..
Plan sponsor
Name
VIAQUEST, INC.
EIN
31-1682039
Address
525 METRO PLACE NORTH · SUITE 300 · DUBLIN, OH · 43017
Phone
(614) 339-8405
Industry
All Other Professional 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HW&CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE INSURANCE | 31-4156830 | — | TRUST RECORDKEEPER | $22K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $5K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $2K | — |
| MORGAN STANLEY SMITH BARNEY LL | 26-3415651 | — | NONE | $0 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 26-3415651 | — | NONE | $0 | — |
Investments
79 direct securities· $8.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NW INV DEST MOD AGGR R MUTUAL FUND | — | — | — | $794K | 9.7% | |
| NW S P 500 INDX SVC MUTUAL FUND | — | — | — | $651K | 8.0% | |
| NW INV DEST MOD CNSRV R MUTUAL FUND | — | — | — | $376K | 4.6% | |
| NW INV DEST CNSRV R MUTUAL FUND | — | — | — | $301K | 3.7% | |
| NW DEST 2030 R MUTUAL FUND | — | — | — | $264K | 3.2% | |
| PUB-NW BD INDX A MUTUAL FUND | — | — | — | $256K | 3.1% | |
| BNYMEL STRAT VAL A MUTUAL FUND | — | — | — | $230K | 2.8% | |
| PUB-AMBCN INTL EQ ADV MUTUAL FUND | — | — | — | $218K | 2.7% | |
| PGIM TTL RTN BD R2 MUTUAL FUND | — | — | — | $215K | 2.6% | |
| GDMNSCS GQGPTNRINTLOPPR A MUTUAL FUND | — | — | — | $206K | 2.5% | |
| PUB-NW INTL INDX A MUTUAL FUND | — | — | — | $202K | 2.5% | |
| NW GOV MNY MKT INV MUTUAL FUND | — | — | — | $196K | 2.4% | |
| NW LOOMIS ALLCAP GR A MUTUAL FUND | — | — | — | $194K | 2.4% | |
| AMFDS INC FD AM R3 MUTUAL FUND | — | — | — | $175K | 2.1% | |
| JPM LGCAP GR R3 MUTUAL FUND | — | — | — | $174K | 2.1% | |
| NEUBER EMRG MKT EQ A MUTUAL FUND | — | — | — | $171K | 2.1% | |
| JPM EQ INC R3 MUTUAL FUND | — | — | — | $165K | 2.0% | |
| PRNCPL HI YLD A MUTUAL FUND | — | — | — | $163K | 2.0% | |
| AB LGCAP GR K MUTUAL FUND | — | — | — | $160K | 2.0% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 5.25% - 10.50% | — | — | — | $159K | 1.9% | |
| NW INV DEST AGGR R MUTUAL FUND | — | — | — | $156K | 1.9% | |
| AMCENT INFL ADJ BD A MUTUAL FUND | — | — | — | $141K | 1.7% | |
| PRNCPL CAP APP A MUTUAL FUND | — | — | — | $134K | 1.6% | |
| FIDADV TTL BD A MUTUAL FUND | — | — | — | $127K | 1.6% | |
| LRDABT HI YLD R4 MUTUAL FUND | — | — | — | $116K | 1.4% | |
| JPM COR BD A MUTUAL FUND | — | — | — | $116K | 1.4% | |
| NW DEST 2035 R MUTUAL FUND | — | — | — | $113K | 1.4% | |
| DREY GLBL REALEST SEC A MUTUAL FUND | — | — | — | $103K | 1.3% | |
| MFS MDCAP GR R3 MUTUAL FUND | — | — | — | $101K | 1.2% | |
| WF SPEC MDCAP VAL A MUTUAL FUND | — | — | — | $101K | 1.2% | |
| FED HRMS MDT LGCAPVAL SVC MUTUAL FUND | — | — | — | $97K | 1.2% | |
| NW DEST 2045 R MUTUAL FUND | — | — | — | $91K | 1.1% | |
| PUB-NW MDCAP MKT INDX A MUTUAL FUND | — | — | — | $89K | 1.1% | |
| NW DEST 2040 R MUTUAL FUND | — | — | — | $87K | 1.1% | |
| FIDADV INTL CAP APP A MUTUAL FUND | — | — | — | $86K | 1.1% | |
| DWS ENHCD COMDTY STRAT A MUTUAL FUND | — | — | — | $84K | 1.0% | |
| CALAMOS INTL GR A MUTUAL FUND | — | — | — | $81K | 1.0% | |
| NW DEST 2055 R MUTUAL FUND | — | — | — | $81K | 1.0% | |
| JPM MDCAP GR R3 MUTUAL FUND | — | — | — | $71K | 0.9% | |
| NW DEST 2025 R MUTUAL FUND | — | — | — | $68K | 0.8% | |
| MACQUARIE EMERGING MARKETS EQUITY - CL Y MUTUAL FUND | — | — | — | $64K | 0.8% | |
| PGIM JNISN SM CO R2 MUTUAL FUND | — | — | — | $57K | 0.7% | |
| NW DEST 2060 R MUTUAL FUND | — | — | — | $57K | 0.7% | |
| DIAMOND HILL SMCAP INV MUTUAL FUND | — | — | — | $55K | 0.7% | |
| GDMNSCS FOCS INTL EQ A MUTUAL FUND | — | — | — | $52K | 0.6% | |
| AMFDS CAP WLD BD R3 MUTUAL FUND | — | — | — | $51K | 0.6% | |
| PARNASSUS VALUE EQUITY FUND INVESTOR MUTUAL FUND | — | — | — | $47K | 0.6% | |
| NW INV DEST MOD R MUTUAL FUND | — | — | — | $44K | 0.5% | |
| MACQUARIE MID CAP GROWTH FUND - CLASS Y MUTUAL FUND | — | — | — | $42K | 0.5% | |
| NW DEST RTRMT R MUTUAL FUND | — | — | — | $38K | 0.5% | |
| MACQUARIE EMERGING MARKETS FND - CLASS A MUTUAL FUND | — | — | — | $34K | 0.4% | |
| INVSCO SMCAP VAL A MUTUAL FUND | — | — | — | $33K | 0.4% | |
| AMCENT SHTDRINFLPRTBD A MUTUAL FUND | — | — | — | $31K | 0.4% | |
| NW DEST 2050 R MUTUAL FUND | — | — | — | $31K | 0.4% | |
| NW DEST 2065 R MUTUAL FUND | — | — | — | $28K | 0.3% | |
| LRDABT SHRT DUR INC A MUTUAL FUND | — | — | — | $23K | 0.3% | |
| NEUBER INTRINSIC VAL A MUTUAL FUND | — | — | — | $16K | 0.2% | |
| COL SMCAP VAL 1 A MUTUAL FUND | — | — | — | $15K | 0.2% | |
| INVSCO OPP INTL GR A MUTUAL FUND | — | — | — | $15K | 0.2% | |
| VNGRD 500 INDEX FD AS MUTUAL FUND | — | — | — | $14K | 0.2% | |
| PRUDNTL JNISN GR A MUTUAL FUND | — | — | — | $13K | 0.2% | |
| JPM EQ INC A MUTUAL FUND | — | — | — | $8K | <0.1% | |
| JPM SMCAP VAL A MUTUAL FUND | — | — | — | $8K | <0.1% | |
| PUB-EAGLE SERIES TR SMCAP GR A MUTUAL FUND | — | — | — | $7K | <0.1% | |
| PUB-MFS GR A MUTUAL FUND | — | — | — | $7K | <0.1% | |
| ABRDEN GLBL EQ A MUTUAL FUND | — | — | — | $5K | <0.1% | |
| NW INFL PRTCT SEC A MUTUAL FUND | — | — | — | $4K | <0.1% | |
| VNGRD GR INDX ADML MUTUAL FUND | — | — | — | $4K | <0.1% | |
| VNGRD DIVD APP INDX ADML MUTUAL FUND | — | — | — | $4K | <0.1% | |
| FID 500 INDX MUTUAL FUND | — | — | — | $4K | <0.1% | |
| JPM COR PLS BD A MUTUAL FUND | — | — | — | $3K | <0.1% | |
| NEUBER HI INC A MUTUAL FUND | — | — | — | $3K | <0.1% | |
| PRUDNTL GLBL REALEST A MUTUAL FUND | — | — | — | $3K | <0.1% | |
| VNGRD GR INC ADML MUTUAL FUND | — | — | — | $3K | <0.1% | |
| VNGRD SMCAP GR INDX ADML MUTUAL FUND | — | — | — | $3K | <0.1% | |
| BLKRK HI YLD PORTFOLIO - INVSTR A SHARES MUTUAL FUND | — | — | — | $2K | <0.1% | |
| LRDABT SHRT DUR INC R4 MUTUAL FUND | — | — | — | $2K | <0.1% | |
| JPM SMCAP VAL R3 MUTUAL FUND | — | — | — | $2K | <0.1% | |
| BLKRK MDCAP GR EQ INV A MUTUAL FUND | — | — | — | $1K | <0.1% |