WEST INSURANCE AGENCY EMPLOYEES PROFIT SHARING/401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
20
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score
91
/ 100
Grade A
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
69
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST'S INSURANCE AGENCY, INC..
Plan sponsor
Name
WEST'S INSURANCE AGENCY, INC.
EIN
36-2318873
Address
C/O CARNOW AND ASSOCIATES, LTD. · 2201 WAUKEGAN RD., STE. 150 · BANNOCKBURN, IL · 60015
Phone
(847) 501-4622
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
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.
