Quest Trust Company DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Quest Trust Company
  • Sponsor EIN: 832070897
  • Sponsor Address: 1006 THOMPSON RD SUITE 102, RICHMOND, TX, 77469
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $5.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$5.8M$158,922$129,953
202375$5.9M$359,560$190,704
202270$5.2M$364,609$204,640

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