How big is Westfall Cardiology PLLC's plan?

Westfall Cardiology PLLC's plan reported $6.5M in assets and 33 participants for 2024.

Original filing (PDF)20251015075552NAL0004287089001

Westfall Cardiology PLLC

Name: Westfall Cardiology PLLC — Westfall Cardiology PLLC, Form 5500 (2024)
Creator: Westfall Cardiology PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westfall Cardiology PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Westfall Cardiology PLLC's Westfall Cardiology PLLC 401(k) Profit Sharing Plan held $6.5M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Jennifer Howard signed Westfall Cardiology PLLC's 2024 Form 5500 as plan administrator.

Jennifer Howard — 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

Westfall Cardiology PLLC's EIN is 16-1569598.

EIN 16-1569598

Plan number 001

Plan year 2024

ACK ID 20251015075552NAL0004287089001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westfall Cardiology PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westfall Cardiology PLLC'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 WESTFALL CARDIOLOGY PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

WESTFALL CARDIOLOGY PLLC

EIN

all filings

Address

1870 WINTON ROAD S. BLDG 4 · ROCHESTER, NY · 14618

Phone

(585) 442-4690

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator