How big is Westwind Investors Management Co., LLC's plan?

Westwind Investors Management Co., LLC's plan reported $1.7M in assets and 13 participants for 2024.

Original filing (PDF)20250728123121NAL0003339954001

Westwind Investors Management Co., LLC

Name: Westwind Investors Management Co., LLC — Form 5500 Plan 001 (2024)
Creator: Westwind Investors Management Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westwind Investors Management Co., LLC 401(k) Plan

401(k) retirement plan · Westwind Investors Management Co., LLC's Westwind Investors Management Co., LLC 401(k) Plan held $1.7M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Westwind Investors Management Co., LLC's EIN is 20-5472002.

EIN 20-5472002

Plan number 001

Plan year 2024

ACK ID 20250728123121NAL0003339954001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westwind Investors Management Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westwind Investors Management Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTWIND INVESTORS MANAGEMENT CO., 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

WESTWIND INVESTORS MANAGEMENT CO., LLC

EIN

all filings

Address

110 WOODLAND AVE. SUITE 1 · RENO, NV · 89523

Phone

(775) 832-5527

Industry

Other Services (ex. Public Admin)

Plan administrator