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Home/Plans/Westerly INNS LLC

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 · Westerly INNS LLC's Westerly INNS LLC 401(k) Profit Sharing Plan & Trust held $45K in plan assets for 56 participants in 2024.

Active participants

56

Accounts w/ balance

10

Plan assets (EOY)

$45K

Net assets (EOY)

$45K

Plan identifiers

Westerly INNS LLC's EIN is 46-2949384.

EIN 46-2949384

Plan number 001

Plan year 2024

ACK ID 20250506124654NAL0005967859001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Westerly INNS LLC'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 WESTERLY INNS LLC.

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Plan health score

Above-average plan

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

23

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

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

Plan sponsor

Name

WESTERLY INNS LLC

EIN

Address

269 HANOVER ST STE 2 · HANOVER, MA · 023392245

Phone

(781) 924-2011

Industry

Accommodation & Food Services

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)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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