How big is Westview Management LLC's plan?

Westview Management LLC's plan reported $636K in assets and 4 participants for 2024.

Original filing (PDF)20250718155101NAL0003090144001

Westview Management LLC

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

Form 5500-SF

FILING_RECEIVED

Westview Management LLC 401(k) Retirement Plan

401(k) retirement plan · Westview Management LLC's Westview Management LLC 401(k) Retirement Plan held $636K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$636K

Net assets (EOY)

$636K

People on this filing

Marcus Bowie signed Westview Management LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Westview Management LLC's EIN is 82-2005911.

EIN 82-2005911

Plan number 001

Plan year 2024

ACK ID 20250718155101NAL0003090144001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Westview Management LLC'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 WESTVIEW MANAGEMENT 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

WESTVIEW MANAGEMENT LLC

EIN

all filings

Address

118 PINE STREET · BURLINGTON, VT · 05401

Phone

(802) 489-5342

Industry

Finance & Insurance

Plan administrator