How big is West Foundation Inc.'s plan?

West Foundation Inc.'s plan reported $11K in assets and 3 participants for 2025.

Original filing (PDF)20260430122410NAL0012043313001

West Foundation Inc.

Name: West Foundation Inc. — West Foundation Inc. 401(k), Form 5500 (2025)
Creator: West Foundation Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West Foundation Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · West Foundation Inc.'s West Foundation Inc. 401(k) Profit Sharing Plan & Trust held $11K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

Edward Rojas signed West Foundation Inc.'s 2025 Form 5500 as plan administrator.

Edward Rojas — 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

West Foundation Inc.'s EIN is 23-7416727.

EIN 23-7416727

Plan number 001

Plan year 2025

ACK ID 20260430122410NAL0012043313001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

West Foundation 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 WEST FOUNDATION INC.

Finding similar companies…

Plan health score

Above-average plan

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