How big is Westmount Partners, LLC's plan?

Westmount Partners, LLC's plan reported $20.9M in assets and 39 participants for 2024.

Original filing (PDF)20250708134039NAL0011363458001

Westmount Partners, LLC

Name: Westmount Partners, LLC — Westmount Asset Management, Form 5500 (2024)
Creator: Westmount Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westmount Asset Management 401(k) Plan

401(k) retirement plan · Westmount Partners, LLC's Westmount Asset Management 401(k) Plan held $20.9M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.9M

Net assets (EOY)

$20.9M

People on this filing

Jackie Boktor signed Westmount Partners, LLC's 2024 Form 5500 as plan administrator.

Jackie Boktor — 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

Westmount Partners, LLC's EIN is 45-2550468.

EIN 45-2550468

Plan number 002

Plan year 2024

ACK ID 20250708134039NAL0011363458001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westmount Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westmount Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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