How big is Westchester Assets Company Ltd.'s plan?

Westchester Assets Company Ltd.'s plan reported $2.4M in assets and 19 participants for 2024.

Original filing (PDF)20250731113225NAL0002545507001

Westchester Assets Company Ltd.

Name: Westchester Assets Company Ltd. — Westchester Assets, Form 5500 (2024)
Creator: Westchester Assets Company Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westchester Assets Co Ltd. 401(k) Plan

401(k) retirement plan · Westchester Assets Company Ltd.'s Westchester Assets Co Ltd. 401(k) Plan held $2.4M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

TERI Williams signed Westchester Assets Company Ltd.'s 2024 Form 5500 as plan administrator.

TERI Williams — 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

Westchester Assets Company Ltd.'s EIN is 75-2957428.

EIN 75-2957428

Plan number 001

Plan year 2024

ACK ID 20250731113225NAL0002545507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westchester Assets Company Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westchester Assets Company Ltd.'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 WESTCHESTER ASSETS COMPANY LTD..

Finding similar companies…

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

Knocking points off