How big is West Coast Mortgage and Realty C's plan?

West Coast Mortgage and Realty C's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250924145102NAL0017350898001

West Coast Mortgage and Realty C

Name: West Coast Mortgage and Realty C — West Coast, Form 5500 (2024)
Creator: West Coast Mortgage and Realty C
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West Coast Mortgage Group 401(k) Profit Sharing Plan

401(k) retirement plan · West Coast Mortgage and Realty C's West Coast Mortgage Group 401(k) Profit Sharing Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Robert Vellanoweth signed West Coast Mortgage and Realty C's 2024 Form 5500 as plan administrator.

Robert Vellanoweth — 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

West Coast Mortgage and Realty C's EIN is 20-0711554.

EIN 20-0711554

Plan number 001

Plan year 2024

ACK ID 20250924145102NAL0017350898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for West Coast Mortgage and Realty C from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

West Coast Mortgage and Realty C's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEST COAST MORTGAGE AND REALTY C.

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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 (100th percentile).

Plan sponsor

Name

WEST COAST MORTGAGE AND REALTY C

EIN

all filings

Address

2716 BROADWAY · SACRAMENTO, CA · 95818

Phone

(916) 453-7533

Industry

Other Services (ex. Public Admin)

Plan administrator