How big is Weston Portfolio Group LLC's plan?

Weston Portfolio Group LLC's plan reported $4.1M in assets and 7 participants for 2024.

Original filing (PDF)20250722124845NAL0002774353001

Weston Portfolio Group LLC

Name: Weston Portfolio Group LLC — Weston Portfolio Group, Form 5500 (2024)
Creator: Weston Portfolio Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weston Portfolio Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Weston Portfolio Group LLC's Weston Portfolio Group LLC 401(k) Profit Sharing Plan & Trust held $4.1M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Eugene Wetzold signed Weston Portfolio Group LLC's 2024 Form 5500 as plan administrator.

Eugene Wetzold — 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

Weston Portfolio Group LLC's EIN is 20-4039061.

EIN 20-4039061

Plan number 001

Plan year 2024

ACK ID 20250722124845NAL0002774353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Weston Portfolio Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Weston Portfolio Group 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 WESTON PORTFOLIO GROUP LLC.

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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

Knocking points off