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Original filing (PDF)20251008152106NAL0003108387001
WEST TECHNOLOGY GROUP, LLC
Form 5500
FILING_RECEIVED
WEST TECHNOLOGY GROUP, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,626
Accounts w/ balance
1,640
Plan assets (EOY)
$214.5M
Net assets (EOY)
$214.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
31 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 WEST TECHNOLOGY GROUP, LLC.
Plan sponsor
Name
WEST TECHNOLOGY GROUP, LLC
EIN
47-0777362
Address
1377 MOTOR PARKWAY · SUITE 420 · ISLANDIA, NY · 11749
Phone
(631) 350-0059
Industry
Information / Tech / Mediasee 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)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLAND & ASSOCIATES P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK | 48-1305000 | — | INVESTMENT ADVISORY | $55K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $105K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEST TECHNOLOGY GROUP | 47-0698853 | — | ACCOUNTANT | $18K | — |
Investments
31 direct securities · 13 pooled funds· $228.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$215.0M
31 holdings
Common Collective Trust
$13.5M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Funds JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $36.4M | 17.0% | |
| Fidelity Investments Fidelity 500 Index Fund Mutual Fund | — | — | — | $29.6M | 13.8% | |
| BlackRock LifePath Index 2045 Fund Mutual Fund | — | — | — | $16.5M | 7.7% | |
| BlackRock LifePath Index 2035 Fund Mutual Fund | — | — | — | $15.8M | 7.4% | |
| SEI Trust Company Galliard Capital Management - Galliard Stable Return PN Fund Collective Investment Trust | — | — | — | $14.1M | 6.6% | |
| BlackRock LifePath Index 2040 Fund Mutual Fund | — | — | — | $13.9M | 6.5% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $13.5M | 6.3% | |
| American Century Investments American Century Mid Cap Value Fund Mutual Fund | — | — | — | $10.7M | 5.0% | |
| BlackRock LifePath Index 2050 Fund Mutual Fund | — | — | — | $10.5M | 4.9% | |
| Fidelity Investments Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $8.9M | 4.1% | |
| BlackRock LifePath Index 2030 Fund Mutual Fund | — | — | — | $8.1M | 3.8% | |
| BlackRock LifePath Index Retirement Fund Mutual Fund | — | — | — | $7.3M | 3.4% | |
| Vanguard Group Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $7.1M | 3.3% | |
| Dodge and Cox Funds Dodge & Cox Stock Fund Mutual Fund | — | — | — | $6.9M | 3.2% | |
| JP Morgan Funds JPMorgan Core Plus Bond Fund Mutual Fund | — | — | — | $3.7M | 1.7% | |
| Legg Mason ClearBridge Small Cap Growth Fund Mutual Fund | — | — | — | $3.5M | 1.6% | |
| Principal Funds, Inc. Principal MidCap Fund Mutual Fund | — | — | — | $3.5M | 1.6% | |
| The American Funds American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $3.4M | 1.6% | |
| BlackRock LifePath Index 2055 Fund Mutual Fund | — | — | — | $3.2M | 1.5% | |
| PGIM Investments PGIM High Yield Fund Mutual Fund | — | — | — | $2.6M | 1.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.5M | 0.7% | |
| Participant Loans Participant Loans, Interest Rates from 4.25% to 9.50% Participant Loans | — | — | — | $1.3M | 0.6% | |
| BlackRock LifePath Index 2060 Fund Mutual Fund | — | — | — | $1.3M | 0.6% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option Investment Contract | — | — | — | $1.2M | 0.5% | |
| Vanguard Group Vanguard Emerging Markets Stock Index Fund/United States Mutual Fund | — | — | — | $739K | 0.3% | |
| Vanguard Group Vanguard Inflation-Protected Securities Fund Mutual Fund | — | — | — | $719K | 0.3% | |
| Vanguard Group Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $683K | 0.3% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $666K | 0.3% | |
| JP Morgan Funds Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $500K | 0.2% | |
| BlackRock Lifepath Index 2065 Fund Mutual Fund | — | — | — | $340K | 0.2% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged Mutual Fund | — | — | — | $274K | 0.1% | |
| Columbia Funds Columbia Overseas Value Fund Mutual Fund | — | — | — | $197K | <0.1% | |
| PGIM TARGET DATE INC INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 196 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2015 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 186 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2020 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 187 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2025 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 188 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2030 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 189 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2035 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 190 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2040 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 191 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2045 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 192 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2050 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 193 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2055 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 194 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2060 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 195 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2065 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 197 | Common Collective Trust | — | — | $0 | <0.1% |