· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WESTCHESTER MANAGEMENT LLC — WESTCHESTER MANAGEMENT 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250521105501NAL0006472770001
WESTCHESTER MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
WESTCHESTER MANAGEMENT 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
72
Accounts w/ balance
67
Plan assets (EOY)
$998K
Net assets (EOY)
$998K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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
WESTCHESTER MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
WESTCHESTER MANAGEMENT LLC
EIN
26-4409833
Address
289 GREAT ROAD · SUITE 307 · ACTON, MA · 01720
Phone
(978) 263-6200
Industry
Admin Support & Waste Mgmt
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
2025-05-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
GGP MANAGEMENT LP
GGP MANAGEMENT LP 401(K) PLAN
$998K · 16 participants
COPILOT PROVIDER SUPPORT SERVICE
COPILOT PROVIDER SUPPORT SERVICES LLC 401(K) PROFIT SHARI
$998K · 111 participants
PRIME PLUS HEALTHCARE INC.
PRIME PLUS HEALTHCARE INC. NON UNION 401(K) PLAN
$1.0M · 14 participants
GERMAN RAMOS MD PA
GERMAN RAMOS MD PA 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 6 participants
MOTHERLODE CO-PACKING, LLC
MOTHERLODE CO-PACKING, LLC 401(K) PLAN
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.0M · 66 participants
TUDHOPE MANAGEMENT, INC.
TUDHOPE MANAGEMENT, INC. CASH BALANCE PENSION PLAN
$1.0M · 29 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
