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Original filing (PDF)20251008183922NAL0014477090001
WESTIN INC.
Form 5500
FILING_RECEIVED
WESTIN INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
173
Accounts w/ balance
157
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTIN INC..
Plan sponsor
Name
WESTIN INC.
EIN
47-0615732
Address
11808 WEST CENTER ROAD · OMAHA, NE · 68144
Phone
(402) 829-8444
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
O'DONNELL, FICENEC, WILLS, & FERDIG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS LLC | 20-4553256 | — | NONE | $32K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
Investments
30 direct securities · 1 pooled fund· $22.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.1M
30 holdings
Pooled Separate Account
$11.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $11.0M | 98.8% | |
| TIAA-CREF Lifecycle Idx 2050 I | — | — | — | $2.1M | 18.8% | |
| Fidelity 500 Index | — | — | — | $1.9M | 17.0% | |
| TIAA-CREF Lifecycle Idx 2025 I | — | — | — | $1.6M | 14.4% | |
| TIAA-GREF Lifecycle Idx 2030 I | — | — | — | $1.1M | 9.9% | |
| TIAA-CREF Lifecycle Idx 2040 I | — | — | — | $984K | 8.8% | |
| TIAA-CREF Lifecycle Idx 2055 I | — | — | — | $790K | 7.1% | |
| TIAA-CREF Lifecycle Idx 2035 I | — | — | — | $583K | 5.2% | |
| TIAA-CREF Lifecycle Idx 2045 I | — | — | — | $376K | 3.4% | |
| TIAA-CREF Lifecycle Idx 2060 I | — | — | — | $312K | 2.8% | |
| TIAA-CREF Lifecycle Idx 2020 I | — | — | — | $224K | 2.0% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $194K | 1.7% | |
| TIAA-CREF Lifecycle Idx 2015 I | — | — | — | $106K | 1.0% | |
| Amerfds Europac Grth R6 | — | — | — | $93K | 0.8% | |
| Invesco Disc Midcapgr R6 | — | — | — | $88K | 0.8% | |
| MFS Val R6 | — | — | — | $86K | 0.8% | |
| American United Life Ins Co | — | — | — | $81K | 0.7% | |
| Fidelity US Bond Idx | — | — | — | $72K | 0.6% | |
| Fidelity Total Intl Idx | — | — | — | $64K | 0.6% | |
| Met West Total Return BD P | — | — | — | $59K | 0.5% | |
| Fidelity Midcap Idx | — | — | — | $55K | 0.5% | |
| Undscvrdmgrs Behavioral Val R6 | — | — | — | $44K | 0.4% | |
| Cohen Steers Real Est Sec Z | — | — | — | $37K | 0.3% | |
| PGIM High-Yield R6 | — | — | — | $37K | 0.3% | |
| MFS Mid Cap Value R6 | — | — | — | $25K | 0.2% | |
| Fidelity Smcap Idx | — | — | — | $24K | 0.2% | |
| Amercent Emerging Mkts R6 | — | — | — | $22K | 0.2% | |
| AB Small Cap Growth Z | — | — | — | $17K | 0.2% | |
| TIAA-CREF Lifecycle Idx 2065 I | — | — | — | $11K | 0.1% | |
| TIAA-CREF Lifecycle Idx Inc I | — | — | — | $3K | <0.1% | |
| TIAA-CREF Lifecycle Idx 2010 I | — | — | — | $3K | <0.1% |
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