· 2022–2024 · DOL EFAST2

Westsite Management LLC — Westsite Management LLC, Form 5500 (2024)

Original filing (PDF)20250728205356NAL0005896354001

Westsite Management LLC

Form 5500-SF

FILING_RECEIVED

Westsite Management LLC Retirement Trust

401(k) retirement plan · Westsite Management LLC's Westsite Management LLC Retirement Trust held $74K in plan assets for 2 participants in 2024.

Active participants

2

Accounts w/ balance

1

Plan assets (EOY)

$74K

Net assets (EOY)

$74K

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

62

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

WESTSITE MANAGEMENT LLC

EIN

47-4534059all filings

Address

6430 BARBARA ST · JUPITER, FL · 33458

Phone

(561) 429-8753

Industry

All Other Professional Services· Professional & Technical Services

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

2025-07-28

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

Archimedes Asset Management, Inc.

Archimedes Asset Management, Inc. 401(k) Plan

$74K · 3 participants

Remote Labs Inc.

Remote Labs Inc. 401(k) Plan

$74K · 2 participants

Browning the Green Space, Inc.

Browning the Green Space, Inc. 403(b) Retirement Plan

$74K · 5 participants

Videray Technologies Inc.

Videray Technologies Inc. 401(k) Plan

$74K · 10 participants

Advanced Disability Management

Advanced Disability Management 401(k) Profit Sharing Plan & Trust

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.