How big is Westend Capital Management, LLC's plan?

Westend Capital Management, LLC's plan reported $73K in assets and 2 participants for 2025.

Original filing (PDF)20260121134511NAL0001827843001

Westend Capital Management, LLC

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

Form 5500-SF

FILING_RECEIVED

WCM 401(k) Plan

401(k) retirement plan · Westend Capital Management, LLC's WCM 401(k) Plan held $73K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$73K

Net assets (EOY)

$73K

Plan identifiers

Westend Capital Management, LLC's EIN is 82-0541897.

EIN 82-0541897

Plan number 001

Plan year 2025

ACK ID 20260121134511NAL0001827843001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 (85th percentile).

Plan sponsor

Name

WESTEND CAPITAL MANAGEMENT, LLC

EIN

all filings

Address

PO BOX 29528 · SAN FRANSISCO, CA · 94129

Phone

(512) 426-1629

Industry

Finance & Insurance

Plan administrator