Original filing (PDF)20251201220008NAL0022671442001

WEST INVEST LLC WEST INVEST LLC 401(K) PLAN

Name: WEST INVEST LLC WEST INVEST LLC 401(K) PLAN — WEST INVEST LLC 401(K) PLAN, Form 5500 (2024)
Creator: WEST INVEST LLC WEST INVEST LLC 401(K) PLAN

Form 5500-SF

FILING_RECEIVED

WEST INVEST LLC 401(K) PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 0.5 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$846K

Net assets (EOY)

$846K

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 0.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEST INVEST LLC WEST INVEST LLC 401(K) PLAN.

Plan sponsor

Name

WEST INVEST LLC WEST INVEST LLC 401(K) PLAN

EIN

82-3764246

Address

1801 F ST · BELLINGHAM, WA · 98225

Phone

(360) 738-6019

Industry

Finance & Insurancesee all

Plan administrator