How big is West500 Partners' plan?

West500 Partners' plan reported $673K in assets and 30 participants for 2025.

Original filing (PDF)20260519145906NAL0001129537001

West500 Partners

Name: West500 Partners — West500 Partners 401(k) P/S Plan, Form 5500 (2025)
Creator: West500 Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West500 Partners 401(k) P/S Plan

401(k) retirement plan · West500 Partners' West500 Partners 401(k) P/S Plan held $673K in plan assets for 30 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$673K

Net assets (EOY)

$673K

People on this filing

Brian Caffrey signed West500 Partners' 2025 Form 5500 as plan administrator.

Brian Caffrey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

West500 Partners' EIN is 20-8425173.

EIN 20-8425173

Plan number 001

Plan year 2025

ACK ID 20260519145906NAL0001129537001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for West500 Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

West500 Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEST500 PARTNERS.

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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

Knocking points off