· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WESTOVER CAPITAL ADVISORS, LLC — WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250924092845NAL0007358849001
WESTOVER CAPITAL ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WESTOVER CAPITAL ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
WESTOVER CAPITAL ADVISORS, LLC
EIN
51-0394662
Address
1013 CENTRE ROAD · SUITE 405 · WILMINGTON, DE · 19805
Phone
(302) 427-9600
Industry
Finance & Insurance
see all
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
2025-09-24
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
CORRIGAN FINANCIAL SERVICES, INC.
CORRIGAN FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
$2.2M · 3 participants
ACACIA GROUP, LLC
ACACIA GROUP 401(K) RETIREMENT PLAN
$2.2M · 7 participants
AFIN FAMILY WEALTH MANAGEMENT INC.
AFIN FAMILY WEALTH MANAGEMENT INC. 401(K) PLAN
$2.2M · 14 participants
LEGACY CAPITAL, LLC
LEGACY CAPITAL RETIREMENT SAVINGS PLAN
$2.2M · 4 participants
RICHARD S. BERNSTEIN & ASSOCIATES, INC.
RICHARD S. BERNSTEIN & ASSOCIATES, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.2M · 7 participants
FIDELITY MANAGEMENT & RESEARCH COMPANY
IC LAYOUT ONLINE, INC 401(K) PLAN
$2.2M · 13 participants
Large plans in Delaware
EIDP, INC.
DUPONT PENSION TRUST
$10.7B
EIDP, INC.
PENSION AND RETIREMENT PLAN
$10.4B · 2,204 participants
ASTRAZENECA PHARMACEUTICALS LP
ASTRAZENECA SAVINGS AND SECURITY PLAN
$8.6B · 17,843 participants
CORTEVA AGRISCIENCE, LLC
RETIREMENT SAVINGS PLAN
$7.0B · 9,508 participants
EIDP, INC.
CORTEVA AGRISCIENCE DEFINED CONTRIBUTION PLAN MASTER TRUST
$6.8B
DUPONT DE NEMOURS, INC.
DUPONT RETIREMENT SAVINGS PLAN
$3.4B · 8,970 participants
