How big is West Financial Group's plan?

West Financial Group's plan reported $764K in assets and 9 participants for 2024.

Original filing (PDF)20250625142323NAL0004754339001

West Financial Group

Name: West Financial Group — West Financial Group 401(k), Form 5500 (2024)
Creator: West Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West Financial Group 401(k) Retirement Plan

401(k) retirement plan · West Financial Group's West Financial Group 401(k) Retirement Plan held $764K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$764K

Net assets (EOY)

$764K

Plan identifiers

West Financial Group's EIN is 57-1163925.

EIN 57-1163925

Plan number 001

Plan year 2024

ACK ID 20250625142323NAL0004754339001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

West Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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