How big is Western Heritage Company's plan?

Western Heritage Company's plan reported $185K in assets and 7 participants for 2025.

Original filing (PDF)20260413160200NAL0014886641001

Western Heritage Company

Name: Western Heritage Company — Western Heritage Company, Form 5500 (2025)
Creator: Western Heritage Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Western Heritage Company 401(k) Plan

401(k) retirement plan · Western Heritage Company's Western Heritage Company 401(k) Plan held $185K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$185K

Net assets (EOY)

$180K

Plan identifiers

Western Heritage Company's EIN is 83-0306884.

EIN 83-0306884

Plan number 001

Plan year 2025

ACK ID 20260413160200NAL0014886641001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Western Heritage Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Western Heritage Company'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 WESTERN HERITAGE COMPANY.

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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