How big is Westchase CDD's plan?

Westchase CDD's plan reported $267K in assets and 4 participants for 2023.

Original filing (PDF)20240722063331NAL0006133171001

Westchase CDD

Name: Westchase CDD — Westchase CDD Retirement Trust, Form 5500 (2023)
Creator: Westchase CDD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westchase CDD Retirement Trust

401(k) retirement plan · Westchase CDD's Westchase CDD Retirement Trust held $267K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$267K

Net assets (EOY)

$267K

People on this filing

Plan Sponsor signed Westchase CDD's 2023 Form 5500 as plan administrator.

Plan Sponsor — 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

Westchase CDD's EIN is 65-0245097.

EIN 65-0245097

Plan number 001

Plan year 2023

ACK ID 20240722063331NAL0006133171001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Westchase CDD from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Westchase CDD'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 WESTCHASE CDD.

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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