How big is West Isles Trading Company's plan?

West Isles Trading Company's plan reported $1.2M in assets and 7 participants for 2024.

Original filing (PDF)20250808135811NAL0006496144001

West Isles Trading Company

Name: West Isles Trading Company — Cudjoe Sales Profit, Form 5500 (2024)
Creator: West Isles Trading Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cudjoe Sales Profit Sharing Plan

401(k) retirement plan · West Isles Trading Company's Cudjoe Sales Profit Sharing Plan held $1.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Daniel Iarrobino signed West Isles Trading Company's 2024 Form 5500 as plan administrator.

Daniel Iarrobino — 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

West Isles Trading Company's EIN is 65-0899731.

EIN 65-0899731

Plan number 001

Plan year 2024

ACK ID 20250808135811NAL0006496144001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

West Isles Trading Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 ISLES TRADING COMPANY.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

WEST ISLES TRADING COMPANY

DBA

CUDJOE SALES FISHERMAN'S WAREHOUSE

EIN

all filings

Address

22536 OVERSEAS HWY · CUDJOE KEY, FL · 33042

Phone

(305) 745-3667

Industry