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Original filing (PDF)20251015113225NAL0008989858001
WESTHAB, INC.
Form 5500
FILING_RECEIVED
WESTHAB, INC. RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
570
Accounts w/ balance
780
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
1 pooled trust
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTHAB, INC..
Plan sponsor
Name
WESTHAB, INC.
EIN
06-1064281
Address
8 BASHFORD STREET · YONKERS, NY · 10701
Phone
(914) 345-2800
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
31 direct securities · 1 pooled fund· $17.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.0M
31 holdings
Pooled Separate Account
$8.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.5M | 79.6% | |
| Voya Retirement Ins and Annuity Vangrd Trgt Retire 2040 Fd | — | — | — | $1.5M | 14.0% | |
| Voya Retirement Ins and Annuity Vangrd Trgt Retire 2035 Fd | — | — | — | $1.2M | 11.4% | |
| Voya Retirement Ins and Annuity Vangrd Trgt Retire 2045 Fd | — | — | — | $1.0M | 9.5% | |
| Voya Retirement Ins and Annuity Vangrd Trgt Retire 2020 Fd | — | — | — | $907K | 8.5% | |
| Voya Retirement Insurance Vanguard Target Retirement Income Fund Investor | — | — | — | $737K | 6.9% | |
| Voya Retirement Ins and Annuity Vangrd Trgt Retire 2025 Fd | — | — | — | $651K | 6.1% | |
| Voya Retirement Ins and Annuity Vangrd Trgt Retire 2030 Fd | — | — | — | $625K | 5.9% | |
| Voya Retirement Ins and Annuity Vangrd Trgt Retire 2050 Fd | — | — | — | $616K | 5.8% | |
| Voya Retirement Insurance Vanguard Target Retirement 2055 Fund Investor | — | — | — | $524K | 4.9% | |
| Voya Retirement Insurance Vanguard Target Retirement 2060 Fund Investor | — | — | — | $293K | 2.7% | |
| Voya Retirement Insurance Voya Fixed Account | — | — | — | $240K | 2.3% | |
| Participant Loans Loan Interest Prime + 2% | — | — | — | $136K | 1.3% | |
| Notes receivable from participants Interest rates ranging from 5.25% to 10.50% with | — | — | — | $136K | 1.3% | |
| Voya Retirement Ins and Annuity Vangrd Trgt Retire 2065 Fd | — | — | — | $96K | 0.9% | |
| Voya Retirement Ins and Annuity Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $69K | 0.7% | |
| Voya Retirement Insurance Vanguard Total Stock Market Index Fund Adm | — | — | — | $53K | 0.5% | |
| Voya Retirement Insurance American Funds EuroPacific Growth R6 | — | — | — | $34K | 0.3% | |
| Voya Retirement Ins and Annuity American Funds Nw Prspctv R6 | — | — | — | $25K | 0.2% | |
| Voya Retirement Ins and Annuity DFA Infl-Prot Sec Port Ins | — | — | — | $21K | 0.2% | |
| Voya Retirement Insurance American Funds Am Balanced R6 | — | — | — | $20K | 0.2% | |
| Voya Retirement Insurance American Funds Fundamental Inv R6 | — | — | — | $16K | 0.1% | |
| Voya Retirement Insurance Voya Intermediate Bond Fund R6 | — | — | — | $15K | 0.1% | |
| Voya Retirement Insurance American Funds Wash Mutual Inv R6 | — | — | — | $14K | 0.1% | |
| Voya Retirement Insurance Vanguard Balanced Index Fund Adm | — | — | — | $10K | <0.1% | |
| Voya Retirement Insurance DFA Real Estate Securities Port Inst | — | — | — | $10K | <0.1% | |
| Voya Retirement Insurance PGIM High Yield Fund R6 | — | — | — | $9K | <0.1% | |
| Voya Retirement Insurance Vanguard Small-Cap Index Fund Adm | — | — | — | $9K | <0.1% | |
| Voya Retirement Insurance Victory Sycamore Established Value Fund | — | — | — | $7K | <0.1% | |
| Voya Retirement Insurance DFA U.S. Targeted Value Port Inst | — | — | — | $5K | <0.1% | |
| Voya Retirement Insurance Pioneer Fundamental Growth Fund K | — | — | — | $3K | <0.1% | |
| Voya Retirement Insurance Vanguard Mid-Cap Index Fund Adm | — | — | — | $2K | <0.1% |
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