Original filing (PDF)20250702053051NAL0032175586001

WESTCAP MANAGEMENT, LLC

Name: WESTCAP MANAGEMENT, LLC — WESTCAP MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: WESTCAP MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

WESTCAP MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTCAP MANAGEMENT, LLC.

Plan sponsor

Name

WESTCAP MANAGEMENT, LLC

EIN

83-3573715

Address

590 PACIFIC AVENUE · SAN FRANCISCO, CA · 94133

Phone

(732) 310-6444

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CAVALRY MANAGEMENT GROUP, LLC

CAVALRY MANAGEMENT GROUP 401K PLAN

$6.2M · 7 participants

GRAMEEN AMERICA, INC.

GRAMEEN AMERICA, INC. 401(K) PLAN

$6.2M · 349 participants

VERDE CAPITAL MANAGEMENT

VERDE 401(K) PLAN

$6.2M · 17 participants

GSG ADVISORS, LLC

GSG ADVISORS 401(K) PLAN

$6.2M · 4 participants

TALISMAN GROUP MANAGEMENT, INC

TALISMAN GROUP MANAGEMENT, INC SAVINGS PLAN

$6.2M · 14 participants