Original filing (PDF)20250213085052NAL0011696035001

SUNBELT FINANCIAL, LLC DBA QUEST AGENCY

Name: SUNBELT FINANCIAL, LLC DBA QUEST AGENCY — QUEST AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: SUNBELT FINANCIAL, LLC DBA QUEST AGENCY

Form 5500-SF

FILING_RECEIVED

QUEST AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SUNBELT FINANCIAL, LLC DBA QUEST AGENCY

EIN

47-1434644all filings

Address

25420 KUYKENDAHL, SUITE C300 · TOMBALL, TX · 77375

Phone

(281) 880-9955

Industry

Finance & Insurancesee all

Plan administrator