How big is Westchester Management LLC's plan?

Westchester Management LLC's plan reported $998K in assets and 72 participants for 2024.

Original filing (PDF)20250521105501NAL0006472770001

Westchester Management LLC

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

Form 5500-SF

FILING_RECEIVED

Westchester Management 401(k) Retirement Plan

401(k) retirement plan · Westchester Management LLC's Westchester Management 401(k) Retirement Plan held $998K in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$998K

Net assets (EOY)

$998K

People on this filing

Melissa Hassam signed Westchester Management LLC's 2024 Form 5500 as plan administrator.

Melissa Hassam — 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

Westchester Management LLC's EIN is 26-4409833.

EIN 26-4409833

Plan number 001

Plan year 2024

ACK ID 20250521105501NAL0006472770001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Westchester Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTCHESTER 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score