How big is Westerkamp Group, LLC's plan?

Westerkamp Group, LLC's plan reported $1.7M in assets and 85 participants for 2024.

Original filing (PDF)20251010113326NAL0008066945001

Westerkamp Group, LLC

Name: Westerkamp Group, LLC — Westerkamp Group, LLC 401(k), Form 5500 (2024)
Creator: Westerkamp Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westerkamp Group, LLC 401(k) Plan

401(k) retirement plan · Westerkamp Group, LLC's Westerkamp Group, LLC 401(k) Plan held $1.7M in plan assets for 85 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Richard Tatum signed Westerkamp Group, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Westerkamp Group, LLC's EIN is 27-0768968.

EIN 27-0768968

Plan number 001

Plan year 2024

ACK ID 20251010113326NAL0008066945001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Westerkamp Group, LLC'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 WESTERKAMP GROUP, LLC.

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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