Back to filter
Original filing (PDF)20250311120210NAL0029401856001
WESTGATE, LLC
Form 5500
FILING_RECEIVED
WESTGATE, LLC EMPLOYEE BENEFITS PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
107
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTGATE, LLC.
Plan sponsor
Name
WESTGATE, LLC
EIN
72-0768707
Address
1355 BEAULIEU LANE · PORT ALLEN, LA · 70767
Phone
(225) 749-2635
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-03-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Electrical Contractors plans
KNIGHTS ELECTRIC LLC
KNIGHTS ELECTRIC LLC 401(K) PLAN
$0
TOUCHSTONE INSPECTION SERVICES LLC
TOUCHSTONE INSPECTION SERVICES 401(K) PLAN
$0
PROJECT SOLAR, INC.
PROJECT SOLAR 401(K) PLAN
$0
PATUXENT ELECTRICAL SERVICES, INC.
PATUXENT ELECTRICAL SERVICES, INC. 401(K) PLAN
$0
JRD, LLC
JRD LLC 401K PROFIT SHARING PLAN
$0
LB ELECTRICAL SERVICES, LLC
LB ELECTRICAL SERVICES, LLC RETIREMENT PLAN
$0
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants