How big is GOAL Quest Advisors, LLC's plan?

GOAL Quest Advisors, LLC's plan reported $1.2M in assets and 2 participants for 2025.

Original filing (PDF)20260424175809NAL0006262465001

GOAL Quest Advisors, LLC

Name: GOAL Quest Advisors, LLC — GOAL Quest Advisors, LLC, Form 5500 (2025)
Creator: GOAL Quest Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GOAL Quest Advisors, LLC, 401(k) Plan

401(k) retirement plan · GOAL Quest Advisors, LLC's GOAL Quest Advisors, LLC, 401(k) Plan held $1.2M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

GOAL Quest Advisors, LLC's EIN is 45-3532245.

EIN 45-3532245

Plan number 001

Plan year 2025

ACK ID 20260424175809NAL0006262465001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for GOAL Quest Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

GOAL Quest Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score