Original filing (PDF)20251208133509NAL0001771443001

WESTFALL ASSOCIATES, INC.

Name: WESTFALL ASSOCIATES, INC. — WESTFALL ASSOCIATES, INC. 401K PLAN, Form 5500 (2024)
Creator: WESTFALL ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

WESTFALL ASSOCIATES, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTFALL ASSOCIATES, INC..

Plan sponsor

Name

WESTFALL ASSOCIATES, INC.

EIN

16-1389254

Address

919 WESTFALL RD STE B60 · ROCHESTER, NY · 14618

Phone

(585) 500-2579

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-10-31

Filed

2025-12-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

CONCIERGE MENTAL HEALTH COUNSELING SERVICES, PLLC

CONCIERGE MENTAL HEALTH COUNSELING SERVICES, PLLC 401(K) PLAN

NATSLLC

NATSLLC - 401K

COLORS OF AUSTIN COUNSELING, PLLC

COLORS OF AUSTIN COUNSELING, PLLC 401(K) PLAN

SOUTHERN CALIFORNIA CENTER FOR C

SOUTHERN CALIFORNIA CENTER FOR COUPLES AND FAMILIES

SMART TALK

SMART TALK 401(K) PLAN