Sponsor portfolio
QUEST ADVISORS, INC.
EIN 22-3373714financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
73
5001 S. MIAMI BLVD SUITE 330 - DURHAM, NC 27703919-747-8194questadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | QUEST ADVISORS, INC. 401(K) PLAN | 401k | $1.9M | 73 | 2025 |
Retirement plans