How big is Westwind Mortgage Bancorp's plan?

Westwind Mortgage Bancorp's plan reported $783K in assets and 6 participants for 2024.

Original filing (PDF)20250604062459NAL0019053984001

Westwind Mortgage Bancorp

Name: Westwind Mortgage Bancorp — Westwind Mortgage, Form 5500 (2024)
Creator: Westwind Mortgage Bancorp
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westwind Mortgage Bancorp Retire Rich 401(k) Plan

401(k) retirement plan · Westwind Mortgage Bancorp's Westwind Mortgage Bancorp Retire Rich 401(k) Plan held $783K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$783K

Net assets (EOY)

$783K

People on this filing

Suzanne Smith signed Westwind Mortgage Bancorp's 2024 Form 5500 as plan administrator.

Suzanne Smith — 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

Westwind Mortgage Bancorp's EIN is 36-3749661.

EIN 36-3749661

Plan number 001

Plan year 2024

ACK ID 20250604062459NAL0019053984001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westwind Mortgage Bancorp from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westwind Mortgage Bancorp'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 WESTWIND MORTGAGE BANCORP.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score