Original filing (PDF)20230221132134NAL0043752849001

WESTCHESTER CAPITAL MANAGEMENT, LLC

Name: WESTCHESTER CAPITAL MANAGEMENT, LLC — WESTCHESTER CAPITAL MANAGEMENT, LLC PROFIT SHARING 401(K) PLAN, Form 5500 (2022)
Creator: WESTCHESTER CAPITAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

WESTCHESTER CAPITAL MANAGEMENT, LLC PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

WESTCHESTER CAPITAL MANAGEMENT, LLC

EIN

27-3790558

Address

100 SUMMIT LAKE DRIVE · VALHALLA, NY · 10595

Phone

(914) 741-5600

Industry

Finance & Insurancesee all

Plan administrator