How big is Westward HO, Inc.'s plan?

Westward HO, Inc.'s plan reported $3.4M in assets for 2024.

Original filing (PDF)20250508173945NAL0009077459001

Westward HO, Inc.

Name: Westward HO, Inc. — TBS 401(k) Plan, Form 5500 (2024)
Creator: Westward HO, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TBS 401(k) Plan

401(k) retirement plan · Westward HO, Inc.'s TBS 401(k) Plan reported $3.4M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Westward HO, Inc.'s EIN is 61-1161802.

EIN 61-1161802

Plan number 001

Plan year 2024

ACK ID 20250508173945NAL0009077459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westward HO, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westward HO, Inc.'s plan includes profit-sharing, 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 WESTWARD HO, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Plan sponsor

Name

WESTWARD HO, INC.

EIN

all filings

Address

3090 LEXINGTON ROAD · NICHOLASVILLE, KY · 40356

Phone

(859) 887-6629

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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