How big is West Congress Insurance Services, LLC's plan?

West Congress Insurance Services, LLC's plan reported $5.6M in assets and 73 participants for 2025.

Original filing (PDF)20260519093855NAL0000481075001

West Congress Insurance Services, LLC

Name: West Congress Insurance Services, LLC — West Congres, Form 5500 (2025)
Creator: West Congress Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West Congress 401(k) Retirement Plan

401(k) retirement plan · West Congress Insurance Services, LLC's West Congress 401(k) Retirement Plan held $5.6M in plan assets for 73 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan identifiers

West Congress Insurance Services, LLC's EIN is 47-5248494.

EIN 47-5248494

Plan number 001

Plan year 2025

ACK ID 20260519093855NAL0000481075001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for West Congress Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

West Congress Insurance Services, 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 WEST CONGRESS INSURANCE SERVICES, 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

Helping the score