Form 5500 Search

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 / PlanLocationServiceParticipantsAssetsDirect 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
ATUM GROUP — Form 5500 Service Provider Profile | Form 5500 Search