How big is Western CPE's plan?

Western CPE's plan reported $1.4M in assets and 45 participants for 2024.

Original filing (PDF)20250916124252NAL0005073026001

Western CPE

Name: Western CPE — Western CPE 401(k), Form 5500 (2024)
Creator: Western CPE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Western CPE 401(k)

401(k) retirement plan · Western CPE's Western CPE 401(k) held $1.4M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

VERN Hoven signed Western CPE's 2024 Form 5500 as plan administrator.

VERN Hoven — 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 CPE's EIN is 81-0522990.

EIN 81-0522990

Plan number 001

Plan year 2024

ACK ID 20250916124252NAL0005073026001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Western CPE's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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. 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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WESTERN CPE

EIN

all filings

Address

243 PEGASUS DRIVE · BOZEMAN, MT · 59718

Phone

(406) 556-0115

Industry

Educational Services

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

2025-09-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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