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INVEST WEST MANAGEMENT LLC — INVEST WEST MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250503165353NAL0005892481001
INVEST WEST MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
INVEST WEST MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
54
Accounts w/ balance
36
Plan assets (EOY)
$852K
Net assets (EOY)
$852K
Plan health score (directional)
86
/ 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
INVEST WEST MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
INVEST WEST MANAGEMENT LLC
EIN
20-4049836
Address
12503 SE MILL PLAIN BLVD STE 260 · VANCOUVER, WA · 986844008
Phone
(360) 254-5700
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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
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Trustee phone
—
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