How big is Westover Group, Inc.'s plan?

Westover Group, Inc.'s plan reported $4.1M in assets and 3 participants for 2025.

Original filing (PDF)20260422120125NAL0007923554001

Westover Group, Inc.

Name: Westover Group, Inc. — Frost Enterprises 401(k) Plan, Form 5500 (2025)
Creator: Westover Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Frost Enterprises 401(k) Plan

401(k) retirement plan · Westover Group, Inc.'s Frost Enterprises 401(k) Plan held $4.1M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

MARC Frost signed Westover Group, Inc.'s 2025 Form 5500 as plan administrator.

MARC Frost — 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

Westover Group, Inc.'s EIN is 58-1935755.

EIN 58-1935755

Plan number 001

Plan year 2025

ACK ID 20260422120125NAL0007923554001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Westover Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Westover Group, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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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