How big is Westriver Management, LLC's plan?

Westriver Management, LLC's plan reported $3.9M in assets and 14 participants for 2024.

Original filing (PDF)20260213155347NAL0001960912001

Westriver Management, LLC

Name: Westriver Management, LLC — Westriver Management, Form 5500 (2024)
Creator: Westriver Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westriver Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Westriver Management, LLC's Westriver Management, LLC 401(k) Profit Sharing Plan held $3.9M in plan assets for 14 participants in 2024.

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Westriver Management, LLC's EIN is 02-0593571.

EIN 02-0593571

Plan number 001

Plan year 2024

ACK ID 20260213155347NAL0001960912001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westriver Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westriver Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTRIVER MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

WESTRIVER MANAGEMENT, LLC

EIN

all filings

Address

920 5TH AVE. · SUITE 3450 · SEATTLE, WA · 98104

Phone

(425) 952-3950

Industry

Professional & Technical Services

Plan administrator