How big is Westbrooks Dugger & Westbrooks Financial's plan?

Westbrooks Dugger & Westbrooks Financial's plan reported $8.9M in assets and 11 participants for 2025.

Original filing (PDF)20260521201737NAL0005637218001

Westbrooks Dugger & Westbrooks Financial

Name: Westbrooks Dugger & Westbrooks Financial — Form 5500 Plan 002 (2025)
Creator: Westbrooks Dugger & Westbrooks Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westbrooks Dugger & Westbrooks Financial Retirement Plan

401(k) retirement plan · Westbrooks Dugger & Westbrooks Financial's Westbrooks Dugger & Westbrooks Financial Retirement Plan held $8.9M in plan assets for 11 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

Plan identifiers

Westbrooks Dugger & Westbrooks Financial's EIN is 75-2954687.

EIN 75-2954687

Plan number 002

Plan year 2025

ACK ID 20260521201737NAL0005637218001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Westbrooks Dugger & Westbrooks Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Westbrooks Dugger & Westbrooks Financial's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTBROOKS DUGGER & WESTBROOKS FINANCIAL.

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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