ATUM GROUP
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
14
Active participants
0
Total plan assets
$355.4M
Filings (rows)
14
Direct comp
$134K
Indirect comp
$0
SERVICES PROVIDED
Other14
Top plans served
All 14 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| QUEST INVESTMENT MANAGEMENT, LLC QUEST INVESTMENT MANAGEMENT, INC GROUP TRUST QUEST GROUP TRUST V FUND | LAKE OSWEGO, OR | Other N/A | — | $46.3M | $10K |
| QUEST INVESTMENT MANAGEMENT, LLC QUEST INVESTMENT MANAGEMENT, INC GROUP TRUST QUEST GROUP TRUST V FUND | LAKE OSWEGO, OR | Other N/A | — | $45.5M | $9K |
| QUEST INVESTMENT MANAGEMENT, LLC QUEST INVESTMENT MANAGEMENT, INC GROUP TRUST QUEST GROUP TRUST VII FUND | LAKE OSWEGO, OR | Other N/A | — | $35.9M | $9K |
| QUEST INVESTMENT MANAGEMENT, LLC QUEST INVESTMENT MANAGEMENT, INC GROUP TRUST QUEST GROUP TRUST VII FUND | LAKE OSWEGO, OR | Other N/A | — | $34.2M | $11K |
| QUEST INVESTMENT MANAGEMENT, LLC QUEST INVESTMENT MANAGEMENT, INC GROUP TRUST QUEST GROUP TRUST IV FUND | LAKE OSWEGO, OR | Other N/A | — | $30.0M | $9K |
| QUEST INVESTMENT MANAGEMENT, LLC QUEST INVESTMENT MANAGEMENT, INC GROUP TRUST QUEST GROUP TRUST IV FUND | LAKE OSWEGO, OR | Other N/A | — | $28.5M | $10K |
| QUEST INVESTMENT MANAGEMENT, LLC QUEST INVESTMENT MANAGEMENT, INC GROUP TRUST QUEST GROUP TRUST III FUND | LAKE OSWEGO, OR | Other N/A | — | $26.0M | $10K |
| QUEST INVESTMENT MANAGEMENT, LLC QUEST INVESTMENT MANAGEMENT, INC GROUP TRUST QUEST GROUP TRUST III FUND | LAKE OSWEGO, OR | Other N/A | — | $25.7M | $9K |
| QUEST INVESTMENT MANAGEMENT, LLC QUEST INVESTMENT MANAGEMENT, INC GROUP TRUST QUEST GROUP TRUST VI FUND | LAKE OSWEGO, OR | Other N/A | — | $18.5M | $10K |
| QUEST INVESTMENT MANAGEMENT, LLC QUEST INVESTMENT MANAGEMENT, INC GROUP TRUST QUEST GROUP TRUST VI FUND | LAKE OSWEGO, OR | Other N/A | — | $18.3M | $9K |
| QUEST INVESTMENT MANAGEMENT, LLC QUEST INVESTMENT MANAGEMENT, INC GROUP TRUST QUEST GROUP TRUST II FUND | LAKE OSWEGO, OR | Other N/A | — | $15.2M | $10K |
| QUEST INVESTMENT MANAGEMENT, LLC QUEST INVESTMENT MANAGEMENT, INC GROUP TRUST QUEST GROUP TRUST II FUND | LAKE OSWEGO, OR | Other N/A | — | $14.9M | $9K |
| QUEST INVESTMENT MANAGEMENT, LLC QUEST INVESTMENT MANAGEMENT, INC GROUP TRUST QUEST GROUP TRUST I FUND | LAKE OSWEGO, OR | Other N/A | — | $8.5M | $10K |
| QUEST INVESTMENT MANAGEMENT, LLC QUEST INVESTMENT MANAGEMENT, INC GROUP TRUST QUEST GROUP TRUST I FUND | LAKE OSWEGO, OR | Other N/A | — | $7.9M | $9K |
