How big is Westly Capital Management, LLC's plan?

Westly Capital Management, LLC's plan reported $303 in assets for 2025.

Original filing (PDF)20260212165124NAL0000372595001

Westly Capital Management, LLC

Name: Westly Capital Management, LLC — The Westly Group, Form 5500 (2025)
Creator: Westly Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Westly Group 401(k) Plan

401(k) retirement plan · Westly Capital Management, LLC's The Westly Group 401(k) Plan reported $303 in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$303

Net assets (EOY)

$303

People on this filing

Marie DREZ signed Westly Capital Management, LLC's 2025 Form 5500 as plan administrator.

Marie DREZ — 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

Westly Capital Management, LLC's EIN is 26-2729810.

EIN 26-2729810

Plan number 001

Plan year 2025

ACK ID 20260212165124NAL0000372595001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Westly Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Westly Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTLY CAPITAL MANAGEMENT, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score