· 2022–2024 · DOL EFAST2
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WESTVIEW SERVICES, INC. — WESTVIEW SERVICES 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260129115147NAL0008897490001
WESTVIEW SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
WESTVIEW SERVICES 403(B) PLAN
403(b) retirement plan
Signals · 2
Late filing · 2.4 mo
No auditor on file
Active participants
185
Accounts w/ balance
18
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
69
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
50
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
WESTVIEW SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
WESTVIEW SERVICES, INC.
EIN
33-0172518
Address
10522 KATELLA AVE · ANAHEIM, CA · 928046528
Phone
(714) 517-6606
Industry
Other Services (ex. Public Admin)
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
2026-01-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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65
Knocking points off
No independent qualified public accountant (IQPA) named.
Filed 2.4 months past the 10.5-month grace window.
Only 10% as many balances as active participants — suggests many active employees aren't deferring.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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