Original filing (PDF)20250818084207NAL0001071985001

QUEST INVESTMENT MANAGEMENT, LLC

Name: QUEST INVESTMENT MANAGEMENT, LLC — QUEST INVESTMENT MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: QUEST INVESTMENT MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

QUEST INVESTMENT MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUEST INVESTMENT MANAGEMENT, LLC.

Plan sponsor

Name

QUEST INVESTMENT MANAGEMENT, LLC

EIN

93-0880854

Address

5335 MEADOWS RD. · SUITE 400 · LAKE OSWEGO, OR · 97035

Phone

(503) 221-0158

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

RRE ADVISORS, LLC

RRE ADVISORS, LLC 401(K) PROFIT SHARING PLAN

$10.0M · 12 participants

THE YUCAIPA COMPANIES, LLC

THE YUCAIPA COMPANIES, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$10.0M · 57 participants

RATHER & KITTRELL, INC.

RATHER & KITTRELL CAPITAL MANAGEMENT 401(K) PLAN

$10.0M · 44 participants

TRUST COMPANIES OF AMERICA, INC.

TRUST COMPANIES OF AMERICA, INC. 401K SAVINGS PLAN

$10.0M · 40 participants

DOCK STREET CAPITAL, LLC

DOCK STREET CAPITAL, LLC 401(K) PLAN