How big is Western Wealth Advisors, LLC's plan?

Western Wealth Advisors, LLC's plan reported $3.6M in assets and 49 participants for 2024.

Original filing (PDF)20250626142430NAL0009059313001

Western Wealth Advisors, LLC

Name: Western Wealth Advisors, LLC — Western Wealth, Form 5500 (2024)
Creator: Western Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Western Wealth Advisors Retirement Plan

401(k) retirement plan · Western Wealth Advisors, LLC's Western Wealth Advisors Retirement Plan held $3.6M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Western Wealth Advisors, LLC's EIN is 46-2273286.

EIN 46-2273286

Plan number 001

Plan year 2024

ACK ID 20250626142430NAL0009059313001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Western Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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