How big is Westminster Wealth Management's plan?

Westminster Wealth Management's plan reported $147K in assets and 5 participants for 2024.

Original filing (PDF)20250722085040NAL0001064243001

Westminster Wealth Management

Name: Westminster Wealth Management — Westminster Wealth, Form 5500 (2024)
Creator: Westminster Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westminster Wealth Management 401(k) Plan

401(k) retirement plan · Westminster Wealth Management's Westminster Wealth Management 401(k) Plan held $147K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

People on this filing

Kevin Lynch signed Westminster Wealth Management's 2024 Form 5500 as plan administrator.

Kevin Lynch — 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

Westminster Wealth Management's EIN is 22-3976937.

EIN 22-3976937

Plan number 001

Plan year 2024

ACK ID 20250722085040NAL0001064243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westminster Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westminster Wealth Management's plan includes profit-sharing, 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 WESTMINSTER WEALTH MANAGEMENT.

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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