Original filing (PDF)20250709220028NAL0005106513011

WESTFALL GROUP, INC.

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

Form 5500-SF

FILING_RECEIVED

WESTFALL GOLD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTFALL GROUP, INC..

Plan sponsor

Name

WESTFALL GROUP, INC.

EIN

20-0178507

Address

PO BOX 81712 · ATLANTA, GA · 303661712

Phone

(404) 409-8666

Industry

Retail Tradesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

AMERICYCLE, INC.

AMERICYCLE, INC. 401(K) PROFIT SHARING PLAN

$3.8M · 6 participants

VENTURE RICHMOND, INC.

VENTURE RICHMOND, INC. EMPLOYEES' RETIREMENT PLAN

$3.8M · 12 participants

SELECT 401(K) PLAN BOARD OF DIRECTORS

SELECT 401(K) PLAN BOARD OF DIRECTORS HARVARD COOPERATIVE SOCIETY 401(K) PROFIT SHARING PLAN

$3.8M · 8 participants

DMH SURGICAL, INC.

DMH SURGICAL, INC. SAFE HARBOR 401(K) PLAN

$3.8M · 2 participants

CALVERT RETAIL, L.P.

CALVERT RETAIL 401K PLAN