Form 5500 Search

QUEST INVESTMENTS MGMT

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
3
Active participants
6,649
Total plan assets
$231.5M
Filings (rows)
3
Direct comp
$268K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant2
Other1

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUND
AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND
SEATTLE, WA
Advisor / Consultant
INVESTMENT MANAGER
2,183$78.7M$88K
BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUND
AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND
SEATTLE, WA
Other
NONE
2,217$78.2M$95K
BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUND
AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND
SEATTLE, WA
Advisor / Consultant
INVESTMENT MANAGER
2,249$74.6M$85K
QUEST INVESTMENTS MGMT — Form 5500 Service Provider Profile | Form 5500 Search