How big is Westmere Home for Adults LLC's plan?

Westmere Home for Adults LLC's plan reported $693K in assets and 109 participants for 2024.

Original filing (PDF)20250519154341NAL0001237443001

Westmere Home for Adults LLC

Name: Westmere Home for Adults LLC — Westmere Home for, Form 5500 (2024)
Creator: Westmere Home for Adults LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westmere Home for Adults LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Westmere Home for Adults LLC's Westmere Home for Adults LLC 401(k) Profit Sharing Plan & Trust held $693K in plan assets for 109 participants in 2024.

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$693K

Net assets (EOY)

$693K

People on this filing

Jason Kinney signed Westmere Home for Adults LLC's 2024 Form 5500 as plan administrator.

Jason Kinney — 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

Westmere Home for Adults LLC's EIN is 06-1558084.

EIN 06-1558084

Plan number 001

Plan year 2024

ACK ID 20250519154341NAL0001237443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westmere Home for Adults LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score