How big is Westcap Management, LLC's plan?

Westcap Management, LLC's plan reported $6.2M in assets and 74 participants for 2024.

Original filing (PDF)20250702053051NAL0032175586001

Westcap Management, LLC

Name: Westcap Management, LLC — Westcap Management 401(k), Form 5500 (2024)
Creator: Westcap Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westcap Management 401(k) Plan

401(k) retirement plan · Westcap Management, LLC's Westcap Management 401(k) Plan held $6.2M in plan assets for 74 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

Angel Alvarez signed Westcap Management, LLC's 2024 Form 5500 as plan administrator.

Angel Alvarez — 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

Westcap Management, LLC's EIN is 83-3573715.

EIN 83-3573715

Plan number 001

Plan year 2024

ACK ID 20250702053051NAL0032175586001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTCAP MANAGEMENT, LLC.

Finding similar companies…

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score