How big is Westfall Group, Inc.'s plan?

Westfall Group, Inc.'s plan reported $4.7M in assets for 2025.

Original filing (PDF)20260507220047NAL0002569075026

Westfall Group, Inc.

Name: Westfall Group, Inc. — Westfall Gold 401(k) Plan, Form 5500 (2025)
Creator: Westfall Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westfall Gold 401(k) Plan

401(k) retirement plan · Westfall Group, Inc.'s Westfall Gold 401(k) Plan reported $4.7M in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

Westfall Group, Inc.'s EIN is 20-0178507.

EIN 20-0178507

Plan number 001

Plan year 2025

ACK ID 20260507220047NAL0002569075026

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Westfall Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Westfall Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score