AUMdb

Quest Management 401(k) Plan

Sponsored by Quest Food Management Services · EIN 863225600 · Plan #001

Total assets
$7.0M
Net assets
$7.0M
Active participants
1,270
With balances
427

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Forest Capital Management, Llc Recordkeeping, Trustee (institutional), Other services $17,198
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $14,003