· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WESTERLY INNS LLC — WESTERLY INNS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250506124654NAL0005967859001
WESTERLY INNS LLC
Form 5500-SF
FILING_RECEIVED
WESTERLY INNS LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
56
Accounts w/ balance
10
Plan assets (EOY)
$45K
Net assets (EOY)
$45K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WESTERLY INNS LLC
.
Find decision makers
Plan sponsor
Name
WESTERLY INNS LLC
EIN
46-2949384
Address
269 HANOVER ST STE 2 · HANOVER, MA · 023392245
Phone
(781) 924-2011
Industry
Accommodation & Food Services
see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
NY SANBA LLC
NY SANBA, LLC 401K PLAN
$45K · 14 participants
SAN DAMIANO RETREAT
SAN DAMIANO RETREAT 401(K) PLAN
$44K · 15 participants
BECKER ENTERPRISES INC
BECKER ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST
$45K · 27 participants
STARLIGHT LODGE HOTELS
STARLIGHT LODGE 401(K) PLAN
$44K · 11 participants
COX HOSPITALITY GROUP, L.L.C.
COX HOSPITALITY GROUP, L.L.C. 401(K) PLAN
$44K · 18 participants
65
Knocking points off
Only 18% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AMBASSADOR ENTERPRISE LLC
AMBASSADOR HOTEL 401(K) PLAN
$44K · 36 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
