· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WESTMOOR CLUB MANAGEMENT, LLC — WESTMOOR CLUB MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250829101340NAL0006140659001
WESTMOOR CLUB MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
WESTMOOR CLUB MANAGEMENT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
21
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WESTMOOR CLUB MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
WESTMOOR CLUB MANAGEMENT, LLC
EIN
20-2215077
Address
10 WESTMOOR LANE · NANTUCKET, MA · 02554
Phone
(508) 228-9494
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Arts, Entertainment, Recreation plans
CHAMPAIGN COUNTRY CLUB
CHAMPAIGN COUNTRY CLUB 401(K) PLAN
$1.8M · 50 participants
BAYOU CLUB OF HOUSTON
BAYOU CLUB OF HOUSTON 401(K) PROFIT SHARING PLAN
$1.8M · 16 participants
RODERICK ENTERPRISES
RODERICK ENTERPRISES RETIREMENT PLAN
$1.9M · 2 participants
GREENRIDGE COUNTRY CLUB D/B/A/ EGYPT VALLEY COUNTRY CLUB
EGYPT VALLEY COUNTRY CLUB 401(K) PLAN
$1.8M · 122 participants
HYANNIS MARINA, INC.
HYANNIS MARINA 401(K) PROFIT SHARE
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 56 participants
SPORTROCK, INC.
SPORTROCK, INC. 401(K) RETIREMENT PLAN
$1.8M · 32 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B