Original filing (PDF)20250115111258NAL0011724771001

WESTERN RESEARCH INSTITUTE

Name: WESTERN RESEARCH INSTITUTE — WESTERN RESEARCH INSTITUTE 401(A), Form 5500 (2023)
Creator: WESTERN RESEARCH INSTITUTE

Form 5500-SF

FILING_RECEIVED

WESTERN RESEARCH INSTITUTE 401(A)

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN RESEARCH INSTITUTE.

Plan sponsor

Name

WESTERN RESEARCH INSTITUTE

EIN

74-2269704

Address

3474 NORTH 3RD STREET · LARAMIE, WY · 82072

Phone

(307) 721-2011

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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