How big is Quest Financial,LLC's plan?

Quest Financial,LLC's plan reported $99K in assets and 9 participants for 2024.

Original filing (PDF)20250718122325NAL0001765169001

Quest Financial,LLC

Name: Quest Financial,LLC — Quest Financial,LLC 401(k), Form 5500 (2024)
Creator: Quest Financial,LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Quest Financial,LLC 401(k) Plan

401(k) retirement plan · Quest Financial,LLC's Quest Financial,LLC 401(k) Plan held $99K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$99K

Net assets (EOY)

$99K

People on this filing

Marcus Bowie signed Quest Financial,LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Quest Financial,LLC's EIN is 47-2409156.

EIN 47-2409156

Plan number 001

Plan year 2024

ACK ID 20250718122325NAL0001765169001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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