Quest Investment Management Inc — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Quest Investment Management Inc is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,101,419 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$1,101,419
Reported indirect compensation
$0
Total reported compensation
$1,101,419
Filings
7
Plan sponsors
7
Plans
7
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Quest Investment Management Inc
SponsorStatePlansReported compensation
Shoestring Valley Holdings Inc.OR1$324,839
Bot, Wa State Plumbing And Pipefitting Industry Pension PlanWA1$320,009
Board Of Trustees Of The Hotel Industry-Ilwu Pension PlanHI1$239,660
Cement Masons - Employers Pension TrustOR1$82,112
Board Of Trustees, Edison Pension TrustOR1$80,548
Ibew 125 - Pge Health And Welfare Trust Board Of TrusteesWA1$27,417
Board Of Trustees, B & C Western Conference DentalCA1$26,834

State footprint

Plans reporting Quest Investment Management Inc are sponsored in OR (3), WA (2), CA (1), HI (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Shoestring Valley Holdings Inc.Shoestring Valley Holdings Retirement Plan2023$324,839not reported in the loaded dataset
Bot, Wa State Plumbing And Pipefitting Industry Pension PlanWa State Plumbing And Pipefitting Industry Pension Plan2023$320,009$0
Board Of Trustees Of The Hotel Industry-Ilwu Pension PlanHotel Industry-Ilwu Pension Plan2023$239,660$0
Cement Masons - Employers Pension TrustCement Masons - Employers Pension Plan2023$82,112not reported in the loaded dataset
Board Of Trustees, Edison Pension TrustEdison Pension Plan2023$80,548$0
Ibew 125 - Pge Health And Welfare Trust Board Of TrusteesIbew 125 - Pge Health And Welfare Trust2023$27,417$0
Board Of Trustees, B & C Western Conference DentalB & C Western Conference Dental Fund2023$26,834$0

Related Form 5500 pages