Original filing (PDF)20260709091427NAL0000337824002

Jones & Westrom

Name: Jones & Westrom — Jones & Westrom Profit Sharing, Form 5500 (2025)
Creator: Jones & Westrom
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jones & Westrom Profit Sharing 401(k) Plan

401(k) retirement plan · Jones & Westrom's Jones & Westrom Profit Sharing 401(k) Plan held $3.0M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONES & WESTROM.

Plan sponsor

Name

JONES & WESTROM

EIN

27-0513776all filings

Address

400 WEST OAK STREET SUITE 300 · DENTON, TX · 76201

Phone

(940) 383-1619

Industry