How big is West Financial Advisors, LLC's plan?

West Financial Advisors, LLC's plan reported $1.1M in assets and 5 participants for 2025.

Original filing (PDF)20260428065849NAL0020391346001

West Financial Advisors, LLC

Name: West Financial Advisors, LLC — West Financial, Form 5500 (2025)
Creator: West Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West Financial Advisors 401(k) Plan

401(k) retirement plan · West Financial Advisors, LLC's West Financial Advisors 401(k) Plan held $1.1M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Laura West signed West Financial Advisors, LLC's 2025 Form 5500 as plan administrator.

Laura West — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

West Financial Advisors, LLC's EIN is 03-0587713.

EIN 03-0587713

Plan number 001

Plan year 2025

ACK ID 20260428065849NAL0020391346001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for West Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

West Financial Advisors, 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 WEST FINANCIAL ADVISORS, 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score