How big is GERI Westdall PA's plan?

GERI Westdall PA's plan reported $175K in assets and 8 participants for 2024.

Original filing (PDF)20250716111120NAL0002351875001

GERI Westdall PA

Name: GERI Westdall PA — GERI Westfall PA 401(k) Plan, Form 5500 (2024)
Creator: GERI Westdall PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GERI Westfall PA 401(k) Plan

401(k) retirement plan · GERI Westdall PA's GERI Westfall PA 401(k) Plan held $175K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

People on this filing

Shirley Horner signed GERI Westdall PA's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

GERI Westdall PA's EIN is 42-1691949.

EIN 42-1691949

Plan number 001

Plan year 2024

ACK ID 20250716111120NAL0002351875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GERI Westdall PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GERI Westdall PA'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 GERI WESTDALL PA.

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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