How big is Westrock Advisors Group LLC's plan?

Westrock Advisors Group LLC's plan reported $725K in assets and 4 participants for 2024.

Original filing (PDF)20251009084335NAL0003426899001

Westrock Advisors Group LLC

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

Form 5500-SF

FILING_RECEIVED

Westrock Advisors Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Westrock Advisors Group LLC's Westrock Advisors Group LLC 401(k) Profit Sharing Plan held $725K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$725K

Net assets (EOY)

$725K

Plan identifiers

Westrock Advisors Group LLC's EIN is 14-1883895.

EIN 14-1883895

Plan number 001

Plan year 2024

ACK ID 20251009084335NAL0003426899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westrock Advisors Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westrock Advisors Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

WESTROCK ADVISORS GROUP LLC

EIN

all filings

Address

151 N MAIN ST, SUITE 204 · NEW CITY, NY · 10956

Phone

(845) 638-2300

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator