How big is Westhill Financial Advisors, Inc.'s plan?

Westhill Financial Advisors, Inc.'s plan reported $6.7M in assets and 11 participants for 2024.

Original filing (PDF)20250711125513NAL0007373713001

Westhill Financial Advisors, Inc.

Name: Westhill Financial Advisors, Inc. — Westhill Financi, Form 5500 (2024)
Creator: Westhill Financial Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westhill Financial Advisors, Inc. 401(k) Plan

401(k) retirement plan · Westhill Financial Advisors, Inc.'s Westhill Financial Advisors, Inc. 401(k) Plan held $6.7M in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Westhill Financial Advisors, Inc.'s EIN is 20-8060365.

EIN 20-8060365

Plan number 001

Plan year 2024

ACK ID 20250711125513NAL0007373713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westhill Financial Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westhill Financial Advisors, Inc.'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 WESTHILL FINANCIAL ADVISORS, INC..

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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