Filings through Oct 24, 2026.

Retirement plan

Wellquest Living Retirement Plan

Name: WELLQUEST LIVING, LLC - WELLQUEST LIVING RETIREMENT PLAN (2025) Form 5500
Creator: WELLQUEST LIVING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WELLQUEST LIVING RETIREMENT PLAN, WELLQUEST LIVING, LLC

Wellquest Living, LLCEIN 35-2620254Plan #002PY 2025Filed Oct 14, 2026

185 SOUTH STATE STREET, SUITE 1300 - SALT LAKE CITY, UT 84111801-318-8166wqliving.comLinkedIn1001-5000 employeeshospital & health care

Prospect flagsLow participationLow employer contributionLow participant contributionFailed to transmit contributionsPossible retail share class: $3.2MFew collective trustsFund lineup: 7 funds, $6.4M

How to read this page

Total assets (EOY)

$6.6M

No prior year

Total participants

1,618

No prior year

Average account balance

$26,766

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 1,443 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,443 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 99 · EIN 47-1411118	Other Fees	$23,251
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708	Advisory (Participants)	$14,155

Fund lineup

CSV with Pro

7 funds of $250K or more; 19 lines in all, holding $6.4M of the plan's $6.6M. From the 2025 filing. Recordkeeper: Voya.

In collective trusts2%median 0% for plans of $5M to $50M (40,338 plans)

In index funds72%median 22% for plans of $5M to $50M (40,338 plans)

In the main target-date series0%median 38% for plans of $5M to $50M (40,338 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexPossible retail class A	Charles Schwab	Mutual fund	$2.7M	41.6%
Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index	TIAA (Nuveen)	Mutual fund	$927K	14.4%
Voya Retirement Insurance Co. Victory Core Plus Intermediate Bond R6 Victory Capital · Insurance contract	Victory Capital	Insurance contract	$648K	10.1%
Voya Retirement Insurance and Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund	Voya	Insurance contract	$605K	9.4%
Schwab Small-Cap Index Fund Charles Schwab · Mutual fund IndexPossible retail class A	Charles Schwab	Mutual fund	$457K	7.1%
NEW World Fund INC Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$447K	6.9%
Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$411K	6.4%
Wilmington N.A. MyCompass Index Moderate 2055 Fund Manager not matched · Collective trust Index	Not yet matched	Collective trust	$58K	0.9%
Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund	Franklin Templeton	Mutual fund	$56K	0.9%
Schwab Total Stock Market Index Fund Charles Schwab · Mutual fund IndexPossible retail class A	Charles Schwab	Mutual fund	$34K	0.5%

See the other 9 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$14K

$9 / participant

Investment mgmt$20.0%
Contract admin$13K90.1%
Other / not subdivided$1K9.9%

% of EOY assets

0.213%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: JONES SIMKINS, LLC
Auditor EIN: 461592906
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

GLOBAL RETIREMENT PARTNERS LLC1+ years

Service code 99 · EIN 47-1411118

Other Fees

$23,251

VOYA FINANCIAL ADVISORS INC1+ years

Filed as: VOYA RETIREMENT INSURANCE & ANNUITY

Service code 26 · EIN 71-0294708

Advisory (Participants)

$14,155

Fund

Dollars

% of funds%

Schwab S&P 500 Index Fund

Charles Schwab · Mutual fund

IndexPossible retail class A

$2.7M

41.6%

Nuveen International Equity Index Fund Class R6

TIAA (Nuveen) · Mutual fund

Index

$927K

14.4%

Voya Retirement Insurance Co. Victory Core Plus Intermediate Bond R6

Victory Capital · Insurance contract

$648K

10.1%

Voya Retirement Insurance and Voya Fixed Account

Voya · Insurance contract

Recordkeeper's own fund

$605K

9.4%

Schwab Small-Cap Index Fund

Charles Schwab · Mutual fund

IndexPossible retail class A

$457K

7.1%

NEW World Fund INC Class R-6

Capital Group · Mutual fund

$447K

6.9%

Vanguard Mid-Cap Value Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$411K

6.4%

Wilmington N.A. MyCompass Index Moderate 2055 Fund

Manager not matched · Collective trust

Index

$58K

0.9%

Putnam Large CAP Value Fund Class R6

Franklin Templeton · Mutual fund

$56K

0.9%

Schwab Total Stock Market Index Fund

Charles Schwab · Mutual fund

IndexPossible retail class A

$34K

0.5%

Wellquest Living Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Wellquest Living Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion