How big is Westlake Consulting Group's plan?

Westlake Consulting Group's plan reported $4.9M in assets and 26 participants for 2024.

Original filing (PDF)20251014132530NAL0006165634001

Westlake Consulting Group

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

Form 5500-SF

FILING_RECEIVED

Westlake Consulting Group 401(k) Plan

401(k) retirement plan · Westlake Consulting Group's Westlake Consulting Group 401(k) Plan held $4.9M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Andrew Donaldson signed Westlake Consulting Group's 2024 Form 5500 as plan administrator.

Andrew Donaldson — 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

Westlake Consulting Group's EIN is 81-1003484.

EIN 81-1003484

Plan number 001

Plan year 2024

ACK ID 20251014132530NAL0006165634001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Westlake Consulting Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

WESTLAKE CONSULTING GROUP

EIN

all filings

Address

2825 EASTLAKE AVE E., SUITE 350 · SEATTLE, WA · 98102

Phone

(206) 255-9005

Industry

Professional & Technical Services

Plan administrator