How big is New West Companies LLC's plan?

New West Companies LLC's plan reported $2.0M in assets and 102 participants for 2024.

Original filing (PDF)20250611192416NAL0012450259001

New West Companies LLC

Name: New West Companies LLC — Orion Companies 401(k) Plan, Form 5500 (2024)
Creator: New West Companies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Orion Companies 401(k) Plan

401(k) retirement plan · New West Companies LLC's Orion Companies 401(k) Plan held $2.0M in plan assets for 102 participants in 2024.

Active participants

102

Accounts w/ balance

100

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Shirley Horner signed New West Companies LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

New West Companies LLC's EIN is 83-1738342.

EIN 83-1738342

Plan number 001

Plan year 2024

ACK ID 20250611192416NAL0012450259001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

New West Companies 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 NEW WEST COMPANIES LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off