How big is Westover Capital Advisors, LLC's plan?

Westover Capital Advisors, LLC's plan reported $1.6M in assets and 9 participants for 2024.

Original filing (PDF)20250924091833NAL0007346065001

Westover Capital Advisors, LLC

Name: Westover Capital Advisors, LLC — Westover Capital, Form 5500 (2024)
Creator: Westover Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westover Capital Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Westover Capital Advisors, LLC's Westover Capital Advisors, LLC 401(k) Profit Sharing Plan held $1.6M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Westover Capital Advisors, LLC's EIN is 51-0394662.

EIN 51-0394662

Plan number 001

Plan year 2024

ACK ID 20250924091833NAL0007346065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westover Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westover Capital Advisors, 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 WESTOVER CAPITAL ADVISORS, LLC.

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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

Vendor & structure

100

Helping the score