Search public Form 5500 filings

Plans

• planQuest Investment Management, Inc Group Trust Quest Group Trust V FundFinancial statementProvider compensation2023 filing
  Sponsor: Quest Investment Management, LLCEIN: 93-6195889Plan: 074Participants: not reported in the loaded datasetAssets: $46,262,924Location: Lake Oswego, ORLatest: 2023
• planQuest Investment Management, Inc Group Trust Quest Group Trust Vii FundFinancial statementProvider compensation2023 filing
  Sponsor: Quest Investment Management, LLCEIN: 93-6195889Plan: 076Participants: not reported in the loaded datasetAssets: $34,215,971Location: Lake Oswego, ORLatest: 2023
• planQuest Investment Management, Inc Group Trust Quest Group Trust Iv FundFinancial statementProvider compensation2023 filing
  Sponsor: Quest Investment Management, LLCEIN: 93-6195889Plan: 073Participants: not reported in the loaded datasetAssets: $28,497,506Location: Lake Oswego, ORLatest: 2023
• planQuest Investment Management, Inc Group Trust Quest Group Trust Iii FundFinancial statementProvider compensation2023 filing
  Sponsor: Quest Investment Management, LLCEIN: 93-6195889Plan: 072Participants: not reported in the loaded datasetAssets: $26,049,386Location: Lake Oswego, ORLatest: 2023
• planQuest Investment Management, Inc Group Trust Quest Group Trust Vi FundFinancial statementProvider compensation2023 filing
  Sponsor: Quest Investment Management, LLCEIN: 93-6195889Plan: 075Participants: not reported in the loaded datasetAssets: $18,524,298Location: Lake Oswego, ORLatest: 2023
• planQuest Investment Management, Inc Group Trust Quest Group Trust Ii FundFinancial statementProvider compensation2023 filing
  Sponsor: Quest Investment Management, LLCEIN: 93-6195889Plan: 071Participants: not reported in the loaded datasetAssets: $15,201,062Location: Lake Oswego, ORLatest: 2023
• planQuest Investment Management, Inc Group Trust Quest Group Trust I FundFinancial statementProvider compensation2023 filing
  Sponsor: Quest Investment Management, LLCEIN: 93-6195889Plan: 070Participants: not reported in the loaded datasetAssets: $8,526,964Location: Lake Oswego, ORLatest: 2023