How big is Vision Quest Industries, Inc.'s plan?

Vision Quest Industries, Inc.'s plan reported $5.9M in assets and 64 participants for 2024.

Original filing (PDF)20251010151833NAL0007933665001

Vision Quest Industries, Inc.

Name: Vision Quest Industries, Inc. — VQ 401(k) Plan, Form 5500 (2024)
Creator: Vision Quest Industries, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

VQ 401(k) Plan

401(k) retirement plan · Vision Quest Industries, Inc.'s VQ 401(k) Plan held $5.9M in plan assets for 64 participants in 2024, with Equitable Life Insurance Co. as recordkeeper.

Signals · 3

25% in single holdingCorrective distributions issuedSelf-directed brokerage offered

Active participants

Accounts w/ balance

144

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Jerry Doebler signed Vision Quest Industries, Inc.'s 2024 Form 5500 as plan administrator.

Jerry Doebler — 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

Vision Quest Industries, Inc.'s EIN is 33-0350172.

EIN 33-0350172

Plan number 002

Plan year 2024

ACK ID 20251010151833NAL0007933665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vision Quest Industries, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vision Quest Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISION QUEST INDUSTRIES, INC.

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How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (5th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

VISION QUEST INDUSTRIES, INC

EIN

all filings

Address

1390 DECISION ST, STE A · VISTA, CA · 92081

Phone

(949) 261-3000

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EQUITABLE LIFE INSURANCE CO.	13-5570651	—	RECORD KEEPRR	$35K	—

Investments

32 direct securities · 1 pooled fund· $11.6M(100% 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.

Pooled Separate Account

$5.7M

1 holding

Pooled Separate Accounts

$5.6M

30 holdings

Self-Directed Brokerage

$132K

1 holding

Bonds / Notes

$82K

1 holding

					% of plan
POOLED SEPARATE ACCOUNT 65 EQUITABLE · EIN 13-5570651 / PN 065	Pooled Separate Account	—	—	$5.7M	97.1%
Vanguard Target Retirement 2025 Inv Pooled separate account	Pooled Separate Accounts	—	—	$1.5M	25.2%
Vanguard Target Retirement 2040 Inv Pooled separate account	Pooled Separate Accounts	—	—	$851K	14.5%
Vanguard Target Retirement 2035 Inv Pooled separate account	Pooled Separate Accounts	—	—	$772K	13.2%
Vanguard Target Retirement 2030 Inv Pooled separate account	Pooled Separate Accounts	—	—	$740K	12.6%
Vanguard Target Retirement 2045 Inv Pooled separate account	Pooled Separate Accounts	—	—	$497K	8.5%
Vanguard 500 Index Admiral Pooled separate account	Pooled Separate Accounts	—	—	$432K	7.4%
Schwab Personal Choice Retirement Account Pooled separate account	Self-Directed Brokerage	—	—	$132K	2.3%
AB Government Money Market I Pooled separate account	Pooled Separate Accounts	—	—	$89K	1.5%
Vanguard Target Retirement 2055 Inv Pooled separate account	Pooled Separate Accounts	—	—	$86K	1.5%
Participant loans Notes receivable with interest rates from 4.25% to 9.50%	Bonds / Notes	—	—	$82K	1.4%
Vanguard Target Retirement 2050 Inv Pooled separate account	Pooled Separate Accounts	—	—	$74K	1.3%
Vanguard Target Retirement 2020 Inv Pooled separate account	Pooled Separate Accounts	—	—	$71K	1.2%
American Funds AmCap R6 Pooled separate account	Pooled Separate Accounts	—	—	$66K	1.1%
DFA US Targeted Value I Pooled separate account	Pooled Separate Accounts	—	—	$57K	1.0%
DFA Emerging Markets Core Equity I Pooled separate account	Pooled Separate Accounts	—	—	$56K	1.0%
Vanguard Total Stock Market Index Fund Admiral Pooled separate account	Pooled Separate Accounts	—	—	$52K	0.9%
DFA US Large Cap Value I Pooled separate account	Pooled Separate Accounts	—	—	$51K	0.9%
Franklin Dynatech R6 Pooled separate account	Pooled Separate Accounts	—	—	$45K	0.8%
Vanguard Target Retirement 2060 Inv Pooled separate account	Pooled Separate Accounts	—	—	$38K	0.7%
Vanguard International Growth Adm Pooled separate account	Pooled Separate Accounts	—	—	$29K	0.5%
Alger Health Sciences Z Pooled separate account	Pooled Separate Accounts	—	—	$24K	0.4%
Vanguard Total International Stock Index Adm Pooled separate account	Pooled Separate Accounts	—	—	$21K	0.4%
American Funds American Balanced R6 Pooled separate account	Pooled Separate Accounts	—	—	$20K	0.3%
MFS Growth R6 Pooled separate account	Pooled Separate Accounts	—	—	$18K	0.3%
Vanguard Small Cap Index Adm Pooled separate account	Pooled Separate Accounts	—	—	$17K	0.3%
Vanguard Explorer Admiral Pooled separate account	Pooled Separate Accounts	—	—	$16K	0.3%
Vanguard VIF High Yield Bond Index Pooled separate account	Pooled Separate Accounts	—	—	$15K	0.3%
iShares US Aggregate Bond Index K Pooled separate account	Pooled Separate Accounts	—	—	$13K	0.2%
DFA World Ex US Government Fixed Income I Pooled separate account	Pooled Separate Accounts	—	—	$11K	0.2%
DFA Global Real Estate Securities I Pooled separate account	Pooled Separate Accounts	—	—	$4K	<0.1%
Vanguard VIF Total Bond Market Index Pooled separate account	Pooled Separate Accounts	—	—	$3K	<0.1%
Blackrod MidCap Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$1K	<0.1%