How big is Quest Select Wealth Partners, Inc.'s plan?

Quest Select Wealth Partners, Inc.'s plan reported $1.2M in assets and 1 participants for 2024.

Original filing (PDF)20250304090220NAL0010870448001

Quest Select Wealth Partners, Inc.

Name: Quest Select Wealth Partners, Inc. — Quest Select, Form 5500 (2024)
Creator: Quest Select Wealth Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Quest Select Wealth Partners, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Quest Select Wealth Partners, Inc.'s Quest Select Wealth Partners, Inc. 401(k) Profit Sharing Plan held $1.2M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Robert Howerter signed Quest Select Wealth Partners, Inc.'s 2024 Form 5500 as plan administrator.

Robert Howerter — 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 Select Wealth Partners, Inc.'s EIN is 47-3792541.

EIN 47-3792541

Plan number 001

Plan year 2024

ACK ID 20250304090220NAL0010870448001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Quest Select Wealth Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

QUEST SELECT WEALTH PARTNERS, INC.

EIN

all filings

Address

12 EVERGREEN DRIVE · MIDDLETOWN, NY · 10940

Phone

(845) 343-2244

Industry

Finance & Insurance

Plan administrator