How big is West Consultants, PLLC's plan?

West Consultants, PLLC's plan reported $6.7M in assets and 15 participants for 2025.

Original filing (PDF)20260521155054NAL0005320994001

West Consultants, PLLC

Name: West Consultants, PLLC — West Consultants, PLLC, Form 5500 (2025)
Creator: West Consultants, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West Consultants, PLLC 401(k) Plan

401(k) retirement plan · West Consultants, PLLC's West Consultants, PLLC 401(k) Plan held $6.7M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

Kathy Jordan signed West Consultants, PLLC's 2025 Form 5500 as plan administrator.

Kathy Jordan — 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

West Consultants, PLLC's EIN is 56-2226023.

EIN 56-2226023

Plan number 001

Plan year 2025

ACK ID 20260521155054NAL0005320994001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for West Consultants, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

West Consultants, PLLC'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 CONSULTANTS, PLLC.

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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