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Quan Vest Consultants

Allocators

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Search this name across graphsid dfx:al:24790b64-205b-41e2-be03-c7e5a8d987ab

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 41
Dated events: 6
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

QUAN VEST CONSULTANTS INC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 35Form 5500 Schedule C
Public clients: 0
Advisory clients: 35
Pension plan clients (ADV): 38
Government clients (ADV): 2
Recommended commitments: 0derived
Latest client year end: Dec 31, 2025
CRD: 104714

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports; showing 30 of 37

Plan	Role	From	To	Current	Evidence
Local 91 Pension Fund	Investment adviser	Jan 1, 2025	Dec 31, 2025	no	fact
Local 1922 Pension Fund	Investment adviser	Jul 1, 2024	Jun 30, 2025	no	fact
Local 1783 I.B.E.W. Pension Fund	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund	Pension consultant	Jan 1, 2024	Dec 31, 2024	no	fact
Local 1931 Pension Fund	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
Laborers of Delaware Local Union No. 199 Pension Plan	Pension consultant	May 1, 2023	Apr 30, 2024	no	fact
Nurses and Local 813 Ibt Retirement Plan	Pension consultant	Jan 1, 2023	Dec 31, 2023	no	fact
Management-Labor Pension Fund Local 1730 Ila	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact
Pressroom Unions Pension Trust Fund	Investment adviser	Oct 1, 2022	Sep 30, 2023	no	fact
Local 808 Ibt Pension Plan	Investment adviser	Oct 1, 2022	Sep 30, 2023	no	fact
Division 1181 Atu - NY Employees Pension Fund and Plan	Investment adviser	Sep 1, 2022	Aug 31, 2023	no	fact
Pointers, Cleaners, & Caulkers Pension Fund	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact
Local 295 I.B.T. Employer Group Pension Trust Fund	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact
Pension Fund of Amalgamated Industrial and Toy & Novelty Workers of America Local 223	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact
Soft Drink and Brewery Workers Union Local 812 Retirement Fund	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact
Newspaper and Mail Deliverers' Publishers' Pension Fund	Investment adviser	Jun 1, 2022	May 31, 2023	no	fact
Local 805 Pension & Retirement Fund	Investment adviser	Apr 1, 2022	Mar 31, 2023	no	fact
Pressmens Publishers Pension Fund	Investment adviser	Apr 1, 2022	Mar 31, 2023	no	fact
Local 282 Pension Trust Fund	Investment adviser	Mar 1, 2022	Dec 31, 2022	no	fact
Recycling and General Industrial Union Local 108 Pension Fund	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Mosaic & Terrazzo Pension Fund	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Local 153 Pension Fund	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Seafarers Officers and Employees Pension Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Nurses and Local 813 Ibt Retirement Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Local 1034 Pension Fund	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Pension Plan Private Sanitation Union Local 813 Ibt	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Seafarers Pension Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Marble Industry Pension Trust Fund	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Advised by (35)

← Local 1430 I.B.E.W. Pension FundPlanInvestment adviser
Jul 1, 2020 to Jun 30, 2021factForm 5500
← Local 91 Pension FundPlanInvestment adviser
Jan 1, 2025 to Dec 31, 2025factForm 5500
← Pension Fund of Amalgamated Industrial and Toy & Novelty Workers of America Local 223PlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Local 295 I.B.T. Employer Group Pension Trust FundPlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Newspaper and Mail Deliverers' Publishers' Pension FundPlanInvestment adviser
Jun 1, 2022 to May 31, 2023factForm 5500
← Pointers, Cleaners, & Caulkers Pension FundPlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Local 808 Ibt Pension PlanPlanInvestment adviser
Oct 1, 2022 to Sep 30, 2023factForm 5500
← Pressmens Publishers Pension FundPlanInvestment adviser
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Office & Professional Employees Iu Pension PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Pressroom Unions Pension Trust FundPlanInvestment adviser
Oct 1, 2022 to Sep 30, 2023factForm 5500
← Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension FundPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Seafarers Pension PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Pension Plan Private Sanitation Union Local 813 IbtPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Local 1034 Pension FundPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Seafarers Officers and Employees Pension PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Nurses and Local 813 Ibt Retirement PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342PlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Local 805 Pension & Retirement FundPlanInvestment adviser
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Division 1181 Atu - NY Employees Pension Fund and PlanPlanInvestment adviser
Sep 1, 2022 to Aug 31, 2023factForm 5500
← Soft Drink and Brewery Workers Union Local 812 Retirement FundPlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Local 153 Pension FundPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Perishable Food Industry Pension FundPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Recycling and General Industrial Union Local 108 Pension FundPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Stone Setters Pension Fund Local 84PlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Mosaic & Terrazzo Pension FundPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Marble Industry Pension Trust FundPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Local 282 Pension Trust FundPlanInvestment adviser
Mar 1, 2022 to Dec 31, 2022factForm 5500
← Pension and Annuity Plan of the Bricklayers Pension FundPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← SIU Rivers Pension TrustPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Cwa/itu Negotiated Pension PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
and 5 more

Manages for (4)

→ Paper Handlers'-Publishers' Pension FundPlanInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Plumbers Local Union No. 200 Pension FundPlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ United Union of Roofers - Local 8 Pension FundPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Amalgamated Transit Workers Local 854 Pension FundPlanInvestment management
Jun 1, 2024 to May 31, 2025factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
Quan-Vest Consultants no longer appears on SIU Rivers Pension Trust's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Consultant changed
Quan-Vest Consultants Inc appears on Local 1931 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Consultant changed
Quanvest Consultants Inc appears on Local 1922 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
Quan-Vest Consultants, Inc. appears on Management-Labor Pension Fund Local 1730 Ila's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
Quan-Vest Consultants Inc. no longer appears on Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
Quan-Vest Consultants, Inc. appears on Laborers of Delaware Local Union No. 199 Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
Form 5500observed 6 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:24790b64-205b-41e2-be03-c7e5a8d987ab
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.