How big is Westmorland Davis' plan?

Westmorland Davis' plan reported $1.7M in assets and 21 participants for 2025.

Original filing (PDF)20260521085422NAL0002504048001

Westmorland Davis

Name: Westmorland Davis — Westmorland Davis- 401(k) Profit, Form 5500 (2025)
Creator: Westmorland Davis
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westmorland Davis- 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Westmorland Davis' Westmorland Davis- 401(k) Profit Sharing Plan and Trust held $1.7M in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Katie Needham signed Westmorland Davis' 2025 Form 5500 as plan administrator.

Katie Needham — 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

Westmorland Davis' EIN is 54-0737425.

EIN 54-0737425

Plan number 001

Plan year 2025

ACK ID 20260521085422NAL0002504048001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Westmorland Davis from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Westmorland Davis' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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