Original filing (PDF)20250618142037NAL0002346353001

WESTCHASE LAW, P.A. A PRIVATE LAW FIRM

Name: WESTCHASE LAW, P.A. A PRIVATE LAW FIRM — WESTCHASE 401(K) PLAN, Form 5500 (2024)
Creator: WESTCHASE LAW, P.A. A PRIVATE LAW FIRM

Form 5500-SF

FILING_RECEIVED

WESTCHASE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$161K

Net assets (EOY)

$161K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTCHASE LAW, P.A. A PRIVATE LAW FIRM.

Plan sponsor

Name

WESTCHASE LAW, P.A. A PRIVATE LAW FIRM

EIN

20-4768469all filings

Address

12029 WHITMARSH LANE · TAMPA, FL · 33626

Phone

(813) 490-5211

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator