How big is Westfleet Advisors LLC's plan?

Westfleet Advisors LLC's plan reported $11K in assets and 2 participants for 2025.

Original filing (PDF)20260522073115NAL0002202115001

Westfleet Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Westfleet Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Westfleet Advisors LLC's Westfleet Advisors LLC 401(k) Profit Sharing Plan & Trust held $11K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

Edward Rojas signed Westfleet Advisors LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Westfleet Advisors LLC's EIN is 46-4389232.

EIN 46-4389232

Plan number 001

Plan year 2025

ACK ID 20260522073115NAL0002202115001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Westfleet Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Westfleet Advisors 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 WESTFLEET ADVISORS 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

Vendor & structure

100

Knocking points off