How big is Westmark Wealth Management, LLC's plan?

Westmark Wealth Management, LLC's plan reported $1.1M in assets and 6 participants for 2025.

Original filing (PDF)20260422123153NAL0007798706001

Westmark Wealth Management, LLC

Name: Westmark Wealth Management, LLC — Westmark Wealth, Form 5500 (2025)
Creator: Westmark Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westmark Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Westmark Wealth Management, LLC's Westmark Wealth Management, LLC 401(k) Plan held $1.1M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Westmark Wealth Management, LLC's EIN is 46-2972454.

EIN 46-2972454

Plan number 001

Plan year 2025

ACK ID 20260422123153NAL0007798706001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Westmark Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Westmark Wealth Management, 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 WESTMARK WEALTH MANAGEMENT, 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