Back to filter
Original filing (PDF)20260128160200NAL0002562339001
13 WEST LLC
Form 5500-SF
FILING_RECEIVED
13 WEST LLC 401K PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.4 mo
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.4 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 13 WEST LLC.
Plan sponsor
Name
13 WEST LLC
EIN
20-4063711
Address
28595 MALABAR ROAD · TRABUCO CANYON, CA · 92679
Phone
(949) 769-6949
Industry
Wholesale Tradesee all
Plan administrator
Name
STEVE D BOYER
EIN
20-4063711
City
TRABUCO CANYON, CA
Phone
(949) 769-6949
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
INMOTION SYSTEMS LLC
INMOTION SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 20 participants
SMALLWOOD'S, LLC.
SMALLWOOD'S, LLC. 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 17 participants
PRIZE POSSESSIONS LLC
PRIZE POSSESSIONS LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 22 participants
EAGLES NEST OUTFITTERS, INC.
EAGLES NEST OUTFITTERS, INC. CASH BALANCE PLAN
$1.1M · 17 participants
COURT PRODUCTS, INC.
COURT PRODUCTS, INC. 401(K) PLAN
$1.2M · 10 participants
COATNEY SALES INC.
COATNEY SALES INC. 401(K) PROFIT SHARING PLAN
$1.1M · 7 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B