How big is Amerities West, LLC's plan?

Amerities West, LLC's plan reported $5.3M in assets and 108 participants for 2024.

Original filing (PDF)20251002151701NAL0000657857001

Amerities West, LLC

Name: Amerities West, LLC — Amerities 401(k) Plan, Form 5500 (2024)
Creator: Amerities West, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Amerities 401(k) Plan

401(k) retirement plan · Amerities West, LLC's Amerities 401(k) Plan held $5.3M in plan assets for 108 participants in 2024.

Active participants

108

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

JEFF Thompson signed Amerities West, LLC's 2024 Form 5500 as plan administrator.

JEFF Thompson — 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

Amerities West, LLC's EIN is 20-2193324.

EIN 20-2193324

Plan number 001

Plan year 2024

ACK ID 20251002151701NAL0000657857001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Amerities West, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Amerities West, LLC'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 AMERITIES WEST, LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score