How big is West Financial Group's plan?

West Financial Group's plan reported $630K in assets and 8 participants for 2024.

Original filing (PDF)20250917052702NAL0000178032001

West Financial Group

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

Form 5500-SF

FILING_RECEIVED

West Financial Group Cash Balance Plan

Defined-benefit pension plan · West Financial Group's West Financial Group Cash Balance Plan held $630K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$630K

Net assets (EOY)

$630K

Plan identifiers

West Financial Group's EIN is 57-1163925.

EIN 57-1163925

Plan number 002

Plan year 2024

ACK ID 20250917052702NAL0000178032001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score