How big is Western Management LLC's plan?

Western Management LLC's plan reported $2.2M in assets and 116 participants for 2024.

Original filing (PDF)20250717112155NAL0000174833001

Western Management LLC

Name: Western Management LLC — Western Management LLC, Form 5500 (2024)
Creator: Western Management LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Western Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Western Management LLC's Western Management LLC 401(k) Profit Sharing Plan & Trust held $2.2M in plan assets for 116 participants in 2024, with Paychex as recordkeeper.

Signals · 2

48% in single holding~81 bps in Sched C fees

Active participants

116

Accounts w/ balance

124

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

DOUG Evans signed Western Management LLC's 2024 Form 5500 as plan administrator.

DOUG Evans — 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

Western Management LLC's EIN is 80-0089312.

EIN 80-0089312

Plan number 001

Plan year 2024

ACK ID 20250717112155NAL0000174833001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Western Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Western Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTERN MANAGEMENT LLC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

WESTERN MANAGEMENT LLC

EIN

all filings

Address

1654 ALAMEDA SUITE 220 · SAN JOSE, CA · 95126

Phone

(408) 977-0707

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICES,	31-1582098	CLEVELAND, OH	ADVISOR	$10K	—

Investments

27 direct securities· $2.2M(100% of reported assets)

Other securities

$2.0M

17 holdings

Mutual Funds

$88K

6 holdings

Bonds / Notes

$78K

1 holding

Common Collective Trusts

$18K

2 holdings

Cash / Money Market

$10K

1 holding

					% of plan
AMFDS American Balanced Fund Mutual Fund	Other securities	—	—	$1.1M	48.4%
Columbia Seligman Tech and Info Fund Mutual Fund	Other securities	—	—	$279K	12.8%
AMFDS 2035 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$152K	7.0%
AMFDS 2055 Target Data Retirement Fund Mutual Fund	Other securities	—	—	$115K	5.3%
AMFDS Growth Fund of America Fund Mutual Fund	Other securities	—	—	$84K	3.8%
participants 9.50%	Bonds / Notes	—	—	$78K	3.6%
JPMorgan Small Cap Value Fund Mutual Fund	Other securities	—	—	$73K	3.4%
AMFDS 2045 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$68K	3.1%
AMFDS 2030 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$58K	2.7%
AMFDS 2025 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$43K	2.0%
MFS International Growth Fund Mutual Fund	Mutual Funds	—	—	$28K	1.3%
MFS Growth Allocation Fund Mutual Fund	Mutual Funds	—	—	$18K	0.8%
Lord Abbett Short Duration Income Fund Mutual Fund	Mutual Funds	—	—	$17K	0.8%
MFS Lifetime Income Fund Mutual Fund 734 * PIMCO Income Fund Mutual Fund	Mutual Funds	—	—	$14K	0.6%
iShare Russell Mid-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$13K	0.6%
AMFDS 2050 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$12K	0.5%
AMFDS Washington Mutual Investors Fund Mutual Fund	Other securities	—	—	$10K	0.5%
Federated Hermes U.S. TRS Cash RS Fund Mutual Fund	Cash / Money Market	—	—	$10K	0.4%
BlackRock Mid-Cap Growth Equity Portfolio Mutual Fund	Other securities	—	—	$9K	0.4%
AMFDS New Perspective Fund Mutual Fund	Other securities	—	—	$9K	0.4%
AMFDS 2015 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$8K	0.4%
MFS Conservative Allocation Fund Mutual Fund	Mutual Funds	—	—	$6K	0.3%
PIMCO International Bond Fund Mutual Fund 397 * Victory Sycamore Established Value Fund Mutual Fund	Mutual Funds	—	—	$5K	0.2%
AMFDS 2040 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$5K	0.2%
iShare S&P 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$4K	0.2%
AMFDS 2020 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$3K	0.2%
BlackRock High Yield Bond Portfolio Mutual Fund	Other securities	—	—	$2K	<0.1%