Back to filter
Original filing (PDF)20250924141246NAL0007656593001
WESTECH INDUSTRIES, INC.
Form 5500-SF
FILING_RECEIVED
WESTECH INDUSTRIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
90
Accounts w/ balance
17
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 19% 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTECH INDUSTRIES, INC..
Plan sponsor
Name
WESTECH INDUSTRIES, INC.
EIN
33-0631527
Address
30962 COMBS ROAD · ESCALON, CA · 95320
Phone
(209) 838-1733
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
URBAN FIRE PROTECTION, INC.
URBAN 401(K) PLAN
$1.2M · 21 participants
BUFFALO ENERGY, INC.
BUFFALO ENERGY, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 30 participants
SYNERGY CONSTRUCTION CORP.
SYNERGY CONSTRUCTION CORP. PROFIT SHARING PLAN
$1.2M · 2 participants
GLESSNER PROTECTIVE SERVICES INC.
GLESSNER PROTECTIVE SERVICES INC. 401(K) SALARY SAVINGS PLAN
$1.2M · 24 participants
DERSTINE & DERSTINE CONTRACTORS, LTD
DERSTINE & DERSTINE CONTRACTORS, LTD 401(K) PROFIT SHARING PLAN
$1.2M · 6 participants
S MORGAN CORPORATION
S. MORGAN CORPORATION RETIREMENT PLAN
$1.2M · 15 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
