· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WESTLAKE PROPERITIES INC — WESTLAKE VILLAGE INN 401(K) PROFIT SHARING PLAN &, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009193437NAL0003843315001
WESTLAKE PROPERITIES INC
Form 5500-SF
FILING_RECEIVED
WESTLAKE VILLAGE INN 401(K) PROFIT SHARING PLAN &
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
219
Accounts w/ balance
82
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WESTLAKE PROPERITIES INC
.
Find decision makers
Plan sponsor
Name
WESTLAKE PROPERITIES INC
EIN
22-2013733
Address
31943 AGOURA RD · WESTLAKE VILLAGE, CA · 913614427
Phone
(818) 597-6333
Industry
Accommodation & Food Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
BEAVER RUN RENTAL HOLDINGS, LLC
BEAVER RUN RENTAL HOLDINGS, LLC 401(K) PLAN
$5.1M · 190 participants
KHATRI INC
KHATRI INC 401K PROFIT SHARING PLAN
$5.1M · 90 participants
KITANO ARMS CORPORATION
SAVINGS PLAN FOR EMPLOYEES OF THE KITANO ARMS CORPORATION
$5.1M
PARADIGM PROPERTY MANAGEMENT
PARADIGM PROPERTY MANAGEMENT PROFIT SHARING PLAN
$5.1M · 23 participants
BAY COLONY ASSOCIATES, INC.
BAY COLONY ASSOCIATES, INC. 401(K) PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 37% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$5.0M · 126 participants
GREATER BOSTON HOTEL EMPLOYEES LOCAL 26 HEALTH AND WELFARE FUND
GREATER BOSTON HOTEL EMPLOYEES LOCAL 26 BENEFIT FUND
$5.2M · 5,476 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
