Yousef Awwad signed Visonquest National, Ltd.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Visonquest National, Ltd.'s EIN is 86-0278038.
Download the official 2023 Form 5500 (PDF) for Visonquest National, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Visonquest National, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, INC. | 04-2675571 | — | RETAINED BY PLAN SPONSOR | $23K | — |
| CLIFTONLARSONALLEN LLP |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-0746749 |
| — |
| RETAINED BY PLAN SPONSOR |
| $22K |
| — |
