How big is West Coast Group Benefits' plan?

West Coast Group Benefits' plan reported $9.4M in assets and 14 participants for 2024.

Original filing (PDF)20250517133106NAL0020727841001

West Coast Group Benefits

Name: West Coast Group Benefits — West Coast Group, Form 5500 (2024)
Creator: West Coast Group Benefits
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West Coast Group Benefits 401(k) Plan

401(k) retirement plan · West Coast Group Benefits' West Coast Group Benefits 401(k) Plan held $9.4M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

People on this filing

Christina Rosello signed West Coast Group Benefits' 2024 Form 5500 as plan administrator.

Christina Rosello — Plan Administrator — Form 5500 signer
Richard Leon — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

West Coast Group Benefits' EIN is 75-3042724.

EIN 75-3042724

Plan number 001

Plan year 2024

ACK ID 20250517133106NAL0020727841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for West Coast Group Benefits from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

West Coast Group Benefits' plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEST COAST GROUP BENEFITS.

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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