Original filing (PDF)20250411064222NAL0012508371001

WESTERN PEAK INVESTMENT ADVISORS LLC

Name: WESTERN PEAK INVESTMENT ADVISORS LLC — WESTERN PEAK INVESTMENT ADVISORS LLC 401K PLAN, Form 5500 (2024)
Creator: WESTERN PEAK INVESTMENT ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

WESTERN PEAK INVESTMENT ADVISORS LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTERN PEAK INVESTMENT ADVISORS LLC.

Plan sponsor

Name

WESTERN PEAK INVESTMENT ADVISORS LLC

EIN

45-2088312

Address

3801 N CAPITAL OF TX HWY · SUITE E240 #617 · AUSTIN, TX · 78746

Phone

(512) 551-9258

Industry

Finance & Insurancesee all

Plan administrator