How big is Quist Financial Inc. DBA Quist Valuation's plan?

Quist Financial Inc. DBA Quist Valuation's plan reported $1.1M in assets and 5 participants for 2024.

Original filing (PDF)20251005101050NAL0002739537001

Quist Financial Inc. DBA Quist Valuation

Name: Quist Financial Inc. DBA Quist Valuation — Form 5500 Plan 001 (2024)
Creator: Quist Financial Inc. DBA Quist Valuation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Quist Valuation 401(k) Plan

401(k) retirement plan · Quist Financial Inc. DBA Quist Valuation's Quist Valuation 401(k) Plan held $1.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Shina Culberson signed Quist Financial Inc. DBA Quist Valuation's 2024 Form 5500 as plan administrator.

Shina Culberson — 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

Quist Financial Inc. DBA Quist Valuation's EIN is 84-0952849.

EIN 84-0952849

Plan number 001

Plan year 2024

ACK ID 20251005101050NAL0002739537001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Quist Financial Inc. DBA Quist Valuation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Quist Financial Inc. DBA Quist Valuation'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 QUIST FINANCIAL INC DBA QUIST VALUATION.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

QUIST FINANCIAL INC DBA QUIST VALUATION

EIN

all filings

Address

1244 PINE STREET · BOULDER, CO · 80302

Phone

(303) 494-1664

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator