How big is The Westmount Group LLC's plan?

The Westmount Group LLC's plan reported $41K in assets and 8 participants for 2024.

Original filing (PDF)20260127084102NAL0002254049001

The Westmount Group LLC

Name: The Westmount Group LLC — The Westmount Group, Form 5500 (2024)
Creator: The Westmount Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Westmount Group

401(k) retirement plan · The Westmount Group LLC's The Westmount Group held $41K in plan assets for 8 participants in 2024.

Signals · 1

Late filing · 2.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

People on this filing

JEFF Carter signed The Westmount Group LLC's 2024 Form 5500 as plan administrator.

JEFF Carter — 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

The Westmount Group LLC's EIN is 52-2366387.

EIN 52-2366387

Plan number 001

Plan year 2024

ACK ID 20260127084102NAL0002254049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Westmount Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Westmount Group 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 THE WESTMOUNT GROUP 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.4 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score