How big is 801 West Capital Management, LLC's plan?

801 West Capital Management, LLC's plan reported $634K in assets and 4 participants for 2024.

Original filing (PDF)20250908124017NAL0032674720001

801 West Capital Management, LLC

Name: 801 West Capital Management, LLC — 801 West Capital, Form 5500 (2024)
Creator: 801 West Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

801 West Capital Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · 801 West Capital Management, LLC's 801 West Capital Management, LLC 401(k) Profit Sharing Plan held $634K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$634K

Net assets (EOY)

$634K

People on this filing

Scott Kelly signed 801 West Capital Management, LLC's 2024 Form 5500 as plan administrator.

Scott Kelly — 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

801 West Capital Management, LLC's EIN is 46-3195313.

EIN 46-3195313

Plan number 003

Plan year 2024

ACK ID 20250908124017NAL0032674720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 801 West Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

801 West Capital Management, LLC's plan includes profit-sharing, 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 801 WEST CAPITAL 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