How big is Westshore Wealth, LLC's plan?

Westshore Wealth, LLC's plan reported $2.6M in assets and 10 participants for 2025.

Original filing (PDF)20260406220302NAL0010708018060

Westshore Wealth, LLC

Name: Westshore Wealth, LLC — Westshore Wealth 401(k) Plan, Form 5500 (2025)
Creator: Westshore Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westshore Wealth 401(k) Plan

401(k) retirement plan · Westshore Wealth, LLC's Westshore Wealth 401(k) Plan held $2.6M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Elantha Barry signed Westshore Wealth, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Westshore Wealth, LLC's EIN is 81-2320869.

EIN 81-2320869

Plan number 001

Plan year 2025

ACK ID 20260406220302NAL0010708018060

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Westshore Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Westshore Wealth, 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 WESTSHORE WEALTH, 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