Original filing (PDF)20230914140252NAL0049776594001

WESTERN ASSET RECOVERY, INC.

Name: WESTERN ASSET RECOVERY, INC. — WESTERN ASSET RECOVERY, INC. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: WESTERN ASSET RECOVERY, INC.

Form 5500-SF

FILING_RECEIVED

WESTERN ASSET RECOVERY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 ASSET RECOVERY, INC..

Plan sponsor

Name

WESTERN ASSET RECOVERY, INC.

EIN

77-0408524

Address

608 FAIRFAX DR · OAKDALE, CA · 953619388

Phone

(209) 848-8095

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Related plans

Similar-size Real Estate plans

SUNSTATES MANAGEMENT CORPORATION

SUNSTATES MANAGEMENT CORPORATION 401(K) PLAN AND TRUST

$1.7M · 31 participants

ANCHOR LINE PARTNERS, LLC

ANCHOR LINE PARTNERS 401(K) PLAN

$1.7M · 10 participants

SCP PROPERTY MANAGEMENT, LLC

SCP PROPERTY MANAGEMENT LLC 401(K) PROFIT SHARING

$1.7M · 39 participants

METHOD RESIDENTIAL PB INC

METHOD CO. 401(K) PLAN

$1.7M · 840 participants

ENTERPRISE REALTY SERVICES, INC.

ENTERPRISE REALTY SERVICES, INC. 401K PLAN