Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Quan-Vest Consultants, Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 47 retirement plans with 100 or more participants reported paying Quan-Vest Consultants, Inc. $5,000 or more. Those plans cover 227,727 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $2.2M. Per plan, the median was $18.22 per participant, with the middle half of plans between $9.71 and $49.88. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (38), New Jersey (5) and Pennsylvania (2).
In 2009 it appeared on 31 such filings; in 2024, 47. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $9.71 | $18.22 | $49.88 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.06% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Itpeu Pension Fund | Itpeu Pension Fund | NJ | 58,365 | $172M | $64K |
| Cwa/itu Negotiated Pension Plan | Board of Trustees Cwa/itu Negotiated Pension Plan | NJ | 21,312 | $1.02B | $152K |
| Seafarers Money Purchase Pension Plan | Board of Trustees Seafarers Money Purchase Pension Plan | MD | 16,362 | $168M | $15K |
| Division 1181 Atu - NY Employees Pension Fund and Plan | Board of Trustees of Division 1181 Atu - NY Employess Pension Fund and | NY | 14,070 | $824M | $133K |
| Nurses and Local 813 Ibt Retirement Plan | Board of Trustees of Nurses and Local 813 Ibt Retirement Plan | NY | 13,994 | $613M | $135K |
| UFCW Local 342 Savings and 401(k) Plan | Board of Trustees UFCW Local 342 Savings and 401(k) | NY | 12,041 | $124M | $28K |
| Local 153 Pension Fund | Joint Board of Trustees of Local 153 Pension Fund | NY | 10,123 | $129M | $90K |
| Soft Drink and Brewery Workers Union Local 812 Retirement Fund | Board of Trustees Soft Drink and Brewery Workers | NY | 7,674 | $973M | $137K |
| Local 282 Pension Trust Fund | Board of Trustees of Local 282 | NY | 7,375 | $1.35B | $100K |
| Local 295 I.B.T. Employer Group Pension Trust Fund | Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund | NY | 5,521 | $640M | $105K |
| Teamster Local 282 Annuity Trust Fund | Board of Trustees Local 282 | NY | 5,146 | $886M | $54K |
| Local 91 Pension Fund | Local 91 Pension Fund Board of Trustees | NY | 4,783 | $180M | $38K |
| Recycling and General Industrial Union Local 108 Annuity Fund | Board of Trustees - Recycling and Gen. Ind. Union L 108 Annuity Fund | NJ | 3,823 | $18.7M | $9,355 |
| United Union of Roofers - Local 8 Annuity Fund | United Union of Roofers Local 8 Annuity Fund | NY | 3,569 | $189M | $58K |
| Pension Plan Private Sanitation Union Local 813 Ibt | Board of Trustees of Pension Fund Private Sanitation Union Local 813 I | NY | 3,308 | $279M | $51K |
| Pointers, Cleaners & Caulkers Annuity Fund | Board of Trustees of Pointers, | NY | 2,949 | $150M | $31K |
| Pension and Annuity Plan of the Bricklayers Pension Fund | BD of TR of the Pension and Annuity Plan of Bricklayers Pension Fund | NY | 2,779 | $264M | $73K |
| Bricklayers Supplemental Annuity Fund | Board of Trustees Bricklayers Supplemental Annuity Fund | NY | 2,734 | $94.3M | $27K |
| Local 812 Annuity Fund | Board of Trustees Local 812 Annuity Fund | NY | 2,630 | $34.2M | $8,040 |
| Newspaper and Mail Deliverers' Publishers' Pension Fund | Board of Trustees of Newspaper and Mail Deliverers' Publishers' Pensio | NY | 2,314 | $118M | $78K |
| Local 805 Pension & Retirement Fund | Board of Trustees Local 805 | NY | 1,923 | $176M | $58K |
| United Union of Roofers - Local 8 Pension Fund | United Union of Roofers - Local 8 Pension Fund - Board of Trustees | NY | 1,849 | $118M | $33K |
| Local 808 Ibt Pension Plan | Joint Board of Trustees of Local 808 Ibt Pension Fund | NY | 1,784 | $70.1M | $33K |
| Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund | BD of Trustees of Paper Products, Misc. Chauffeurs, Warehousemen, Help | NY | 1,693 | $133M | $51K |
| Plumbers Local Union No. 200 Pension Fund | Plumbers Local Union No 200 Pension Fund Board of Trustees | NY | 1,664 | $136M | $32K |
| Local 199 Laborers International Union of North America Annuity Plan | Laborers Annuity Fund Local #199 Board of Trustees | PA | 1,651 | $8.3M | $6,000 |
| Recycling and General Industrial Union Local 108 Pension Fund | Board of Trustees - Recycling and General Industrial Union Local 108 | NJ | 1,633 | $38.3M | $26K |
| Plumbers Local Union No. 200 Supplemental Vested Annuity Fund | Plumbers Local Union No. 200 Supplemental Vested Annuity Fund | NY | 1,627 | $81.3M | $19K |
| Amalgamated Transit Workers Local 854 Pension Fund | BD of Trustees Amalgamated Transit Workers Local 854 Pension Fund | NY | 1,506 | $19.8M | $12K |
| Local 1931 Pension Fund | Board of Trustees of Local 1931 Pension Fund | NY | 1,467 | $29.4M | $26K |
| Local 1034 Pension Fund | Board of Trustees of Local 1034 Pension Fund | NY | 1,225 | $113M | $30K |
| Pressroom Unions Pension Trust Fund | Pressroom Unions Pension Trust Fund | NY | 1,192 | $159M | $62K |
| Local 1922 Pension Fund | Board of Trustees of the Local 1922 Pension Fund | NY | 1,039 | $7.9M | $19K |
| Marble Industry Pension Trust Fund | Board of Trustees of Marble | NY | 864 | $98.7M | $29K |
| Local 1783 I.B.E.W. Pension Fund | Board of Trustees of Local 1783 I.B.E.W. Pension Fund | NY | 815 | $16.7M | $48K |
| Pressmens Publishers Pension Fund | Pressmens Publishers Pension Fund Board of Trustees | NY | 795 | $97.0M | $48K |
| Laborers of Delaware Local Union No. 199 Pension Plan | Laborers of Delaware LCL Union 199 Board of Trustees | PA | 774 | $63.9M | $40K |
| Marble Industry Annuity Trust Fund | Board of Trustees of Marble | NY | 573 | $87.9M | $39K |
| Mosaic & Terrazzo Pension Fund | The Board of Trustees of the Mosaic Terrazzo Pension Fund | NY | 409 | $34.7M | $20K |
| Management-Labor Pension Fund Local 1730 Ila | Management-Labor Pension Fund Local 1730 Ila | NJ | 383 | $59.6M | $24K |
Questions and answers
How many plans does Quan-Vest Consultants, Inc. serve?
47 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Quan-Vest Consultants, Inc.?
The median plan reported $18.22 per participant in direct and indirect compensation (47 plans reporting an amount), or 0.04% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (36 plans), Investment management (8 plans), Consulting (pension) (3 plans) and Consulting (general) (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.