Quest Investment Management, LLC — 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, LLC is reported as a service provider on 14 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 14 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,978,017 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,978,017
- Reported indirect compensation
- $0
- Total reported compensation
- $1,978,017
- Filings
- 14
- Plan sponsors
- 8
- Plans
- 14
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Quest Investment Management, LLC | OR | 7 | $1,270,634 |
| Bot, Western Wa Laborers-Employers Pension Trust | WA | 1 | $394,876 |
| Board Of Trustees, Construction Teamsters Security | CA | 1 | $98,500 |
| Wa-Id Laborers Employers Pension Trust | WA | 1 | $91,994 |
| Board Of Trustees Agc-Iuoe Local Of Agc-Iuoe Local 701 Pension Trus | WA | 1 | $58,883 |
| Board Of Trustees, Multi-Union Security Trust Fund | CA | 1 | $52,515 |
| Board Of Trustees, South Bay Hotel Ee Restaurant Ee Legal Trust Fund | WA | 1 | $5,615 |
| Theatrical Stage Employees H&W Trus Board Of Trustees | WA | 1 | $5,000 |
State footprint
Plans reporting Quest Investment Management, LLC are sponsored in OR (7), WA (5), CA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bot, Western Wa Laborers-Employers Pension Trust | Western Washington Laborers-Employers Pension Plan | 2023 | $394,876 | $0 |
| Quest Investment Management, LLC | Quest Investment Management, Inc Group Trust Quest Group Trust V Fund | 2023 | $321,720 | not reported in the loaded dataset |
| Quest Investment Management, LLC | Quest Investment Management, Inc Group Trust Quest Group Trust Vii Fund | 2023 | $260,955 | not reported in the loaded dataset |
| Quest Investment Management, LLC | Quest Investment Management, Inc Group Trust Quest Group Trust Iv Fund | 2023 | $213,343 | not reported in the loaded dataset |
| Quest Investment Management, LLC | Quest Investment Management, Inc Group Trust Quest Group Trust Iii Fund | 2023 | $182,921 | not reported in the loaded dataset |
| Quest Investment Management, LLC | Quest Investment Management, Inc Group Trust Quest Group Trust Vi Fund | 2023 | $128,866 | not reported in the loaded dataset |
| Quest Investment Management, LLC | Quest Investment Management, Inc Group Trust Quest Group Trust Ii Fund | 2023 | $106,436 | not reported in the loaded dataset |
| Board Of Trustees, Construction Teamsters Security | Construction Teamsters Security Fund For Southern California | 2023 | $98,500 | $0 |
| Wa-Id Laborers Employers Pension Trust | Wa-Id Laborers Employers Pension Trust | 2023 | $91,994 | $0 |
| Board Of Trustees Agc-Iuoe Local Of Agc-Iuoe Local 701 Pension Trus | Defined Benefit Pension Plan Of Agc-Iuoe Local 701 Pension Trust Fund | 2023 | $58,883 | $0 |
| Quest Investment Management, LLC | Quest Investment Management, Inc Group Trust Quest Group Trust I Fund | 2023 | $56,393 | not reported in the loaded dataset |
| Board Of Trustees, Multi-Union Security Trust Fund | Multi-Union Security Trust Fund | 2023 | $52,515 | not reported in the loaded dataset |
| Board Of Trustees, South Bay Hotel Ee Restaurant Ee Legal Trust Fund | South Bay Hotel Employees Restaurant Employees Legal Trust Fund | 2023 | $5,615 | not reported in the loaded dataset |
| Theatrical Stage Employees H&W Trus Board Of Trustees | Theatrical Stage Employees Health & Welfare Trust | 2023 | $5,000 | $0 |
Related Form 5500 pages
- Western Washington Laborers-Employers Pension Plan (plan 001)
- Bot, Western Wa Laborers-Employers Pension Trust — all reported plans
- Quest Investment Management, Inc Group Trust Quest Group Trust V Fund (plan 074)
- Quest Investment Management, LLC — all reported plans
- Quest Investment Management, Inc Group Trust Quest Group Trust Vii Fund (plan 076)
- Quest Investment Management, Inc Group Trust Quest Group Trust Iv Fund (plan 073)
- Quest Investment Management, Inc Group Trust Quest Group Trust Iii Fund (plan 072)
- Quest Investment Management, Inc Group Trust Quest Group Trust Vi Fund (plan 075)
- Quest Investment Management, Inc Group Trust Quest Group Trust Ii Fund (plan 071)
- Construction Teamsters Security Fund For Southern California (plan 501)
- Board Of Trustees, Construction Teamsters Security — all reported plans
- Wa-Id Laborers Employers Pension Trust (plan 001)
- Wa-Id Laborers Employers Pension Trust — all reported plans
- Defined Benefit Pension Plan Of Agc-Iuoe Local 701 Pension Trust Fund (plan 001)
- Board Of Trustees Agc-Iuoe Local Of Agc-Iuoe Local 701 Pension Trus — all reported plans
- Quest Investment Management, Inc Group Trust Quest Group Trust I Fund (plan 070)
- Multi-Union Security Trust Fund (plan 501)
- Board Of Trustees, Multi-Union Security Trust Fund — all reported plans
- South Bay Hotel Employees Restaurant Employees Legal Trust Fund (plan 501)
- Board Of Trustees, South Bay Hotel Ee Restaurant Ee Legal Trust Fund — all reported plans
- Theatrical Stage Employees Health & Welfare Trust (plan 501)
- Theatrical Stage Employees H&W Trus Board Of Trustees — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources