Back to filter
Original filing (PDF)20251013184859NAL0000899091001
WESTLAKE SPA
Form 5500-SF
FILING_RECEIVED
WESTLAKE SPA 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTLAKE SPA.
Plan sponsor
Name
WESTLAKE SPA
EIN
77-0542216
Address
2772 TOWNSGATE ROAD, SUITE D · WESTLAKE, CA · 91361
Phone
(805) 497-0333
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
NEW IMAGE HAIR CLINIC, INC.
NEW IMAGE HAIR CLINIC, INC. PROFIT SHARING PLAN AND TRUST
$3.3M · 10 participants
ALEXANDRE DE PARIS, LLC
ALEXANDRE DE PARIS 401(K) PLAN
$3.3M · 34 participants
HEADWATERS SALONS, LLC
HEADWATERS SALONS, LLC 401(K) PLAN
$3.4M · 182 participants
CARTER BARNES HAIR ARTISANS, INC.
CARTER BARNES ON PACES, INC.
$3.4M · 13 participants
TIMELESS DESIGN SALON & SPA
TIMELESS DESIGN SALON & SPA
$3.4M · 14 participants
MANIAS HAIRSTYLING, INC.
MANIA'S HAIRSTYLING, INC. 401(K) PLAN
$3.2M · 36 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B