How big is Westmoreland Electric Services, LLC's plan?

Westmoreland Electric Services, LLC's plan reported $20.4M in assets and 114 participants for 2024.

Original filing (PDF)20250828113419NAL0005497651001

Westmoreland Electric Services, LLC

Name: Westmoreland Electric Services, LLC — Westmoreland, Form 5500 (2024)
Creator: Westmoreland Electric Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Westmoreland Electric Services 401(k) Profit Sharing Plan

401(k) retirement plan · Westmoreland Electric Services, LLC's Westmoreland Electric Services 401(k) Profit Sharing Plan held $20.4M in plan assets for 114 participants in 2024, with Lincoln Financial as recordkeeper.

Active participants

114

Accounts w/ balance

157

Plan assets (EOY)

$20.4M

Net assets (EOY)

$20.4M

People on this filing

Melissa Shaffer signed Westmoreland Electric Services, LLC's 2024 Form 5500 as plan administrator.

Melissa Shaffer — 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

Westmoreland Electric Services, LLC's EIN is 47-2638135.

EIN 47-2638135

Plan number 003

Plan year 2024

ACK ID 20250828113419NAL0005497651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westmoreland Electric Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westmoreland Electric Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTMORELAND ELECTRIC SERVICES, LLC.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

WESTMORELAND ELECTRIC SERVICES, LLC

EIN

all filings

Address

193 CENTRAL ROAD · TARRS, PA · 15688

Phone

(724) 696-4600

Industry

Electrical Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-0472300	FORT WAYNE, IN	SERVICE PROVIDER	$127K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
M2B RETIREMENT CONSULTING	81-3989034	—	TPA	$11K	—

Investments

32 direct securities· $18.5M(91% of reported assets)

Mutual Funds

$15.7M

22 holdings

Other securities

$1.2M

8 holdings

Common Collective Trusts

$1.0M

1 holding

Stable Value

$685K

1 holding

					% of plan
American Funds 2040 Target Date Retirement CL R6 Mutual fund	Mutual Funds	—	—	$3.6M	17.6%
American Funds 2045 Target Date Retirement CL R6 Mutual fund	Mutual Funds	—	—	$3.0M	14.9%
American Funds 2050 Target Date Retirement CL R6 Mutual fund	Mutual Funds	—	—	$1.5M	7.5%
American Funds 2035 Target Date Retirement CL R6 Mutual fund	Mutual Funds	—	—	$1.4M	7.0%
American Funds 2030 Target Date Retirement CL R6 Mutual fund	Mutual Funds	—	—	$1.3M	6.3%
American Funds 2055 Target Date Retirement CL R6 Mutual fund	Mutual Funds	—	—	$1.2M	5.8%
Vanguard 500 Index Admiral CL Mutual fund	Common Collective Trusts	—	—	$1.0M	4.9%
American Funds 2025 Target Date Retirement CL R6 Mutual fund	Mutual Funds	—	—	$825K	4.0%
Lincoln Stable Value Account -Lngpa Unallocated Insurance Contracts	Stable Value	—	—	$685K	3.4%
American Funds 2060 Target Date Retirement CL R6 Mutual fund	Mutual Funds	—	—	$428K	2.1%
American Funds 2020 Target Date Retirement CL R6 Mutual fund	Mutual Funds	—	—	$379K	1.9%
Vanguard Developed Markets Index Admiral Shares Mutual fund	Mutual Funds	—	—	$337K	1.7%
American Funds Washington Mutual Investors Class R6 Registered Investments	Mutual Funds	—	—	$289K	1.4%
Baird Aggregate Bond CL Inst'l Mutual fund	Other securities	—	—	$273K	1.3%
Fidelity Contrafund Mutual fund	Mutual Funds	—	—	$270K	1.3%
American Funds New Perspective CL R6 Mutual fund	Mutual Funds	—	—	$251K	1.2%
American Century Mid Cap Value I CL Mutual fund ** $	Other securities	—	—	$207K	1.0%
Blackrock Inflation Protected Bond Inst'l Shares Mutual fund	Other securities	—	—	$191K	0.9%
American Funds 2070 Target Date Retirement CL R6 Mutual fund	Mutual Funds	—	—	$156K	0.8%
T Rowe Price Dividend Growth Mutual fund	Mutual Funds	—	—	$155K	0.8%
Vanguard International Value Investor Shares Mutual fund	Mutual Funds	—	—	$138K	0.7%
Blackrock Global Allocation Inst'l Shares Mutual fund	Other securities	—	—	$133K	0.7%
Neuberger Berman Mid Cap Growth Inst'l CL Mutual fund	Other securities	—	—	$119K	0.6%
Vanguard Real Estate Index Admiral Shares Mutual fund	Mutual Funds	—	—	$117K	0.6%
Eaton Vance Income Of Boston CL I Mutual fund	Other securities	—	—	$115K	0.6%
Macquarie Small Cap Value Mutual fund	Other securities	—	—	$108K	0.5%
MFS New Discovery CL R4 Mutual fund	Mutual Funds	—	—	$103K	0.5%
American Funds New World CL R6 Mutual fund	Mutual Funds	—	—	$75K	0.4%
Pimco Commodity Real Return Strategy Classic 2 Mutual fund	Mutual Funds	—	—	$69K	0.3%
Pimco International Bond US Dollar Hedged CL I2 Mutual fund	Mutual Funds	—	—	$18K	<0.1%
Federated Gov't Ultrashort Duration Inst'l CL Mutual fund	Other securities	—	—	$14K	<0.1%
American Funds 2015 Target Date Retirement CL R6 Mutual fund	Mutual Funds	—	—	$8K	<0.1%