How big is West Ledge Advisors, LLC's plan?

West Ledge Advisors, LLC's plan reported $2.7M in assets and 5 participants for 2024.

Original filing (PDF)20250715132927NAL0001351027001

West Ledge Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

West Ledge Advisors, LLC 401(k) Plan

401(k) retirement plan · West Ledge Advisors, LLC's West Ledge Advisors, LLC 401(k) Plan held $2.7M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Anthony Reisz signed West Ledge Advisors, LLC's 2024 Form 5500 as plan administrator.

Anthony Reisz — 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

West Ledge Advisors, LLC's EIN is 81-1105665.

EIN 81-1105665

Plan number 001

Plan year 2024

ACK ID 20250715132927NAL0001351027001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for West Ledge Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

West Ledge Advisors, LLC'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 WEST LEDGE ADVISORS, LLC.

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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