Original filing (PDF)20251015104002NAL0004320145003

WESTAT, INC.

Name: WESTAT, INC. — WESTAT, INC. SAVINGS PLAN, Form 5500 (2024)
Creator: WESTAT, INC.

Form 5500

FILING_RECEIVED

WESTAT, INC. SAVINGS PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

6,738

Accounts w/ balance

3,878

Plan assets (EOY)

$757.0M

Net assets (EOY)

$757.0M

How this plan invests

This plan

17 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTAT, INC..

Plan sponsor

Name

WESTAT, INC.

EIN

84-0529566

Address

1600 RESEARCH BLVD · ROCKVILLE, MD · 208503129

Phone

(301) 251-1500

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

RUBINO AND COMPANY, CHARTERED

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

17 pooled funds· $488.8M(65% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
RETIREMENT 2030 FUND T. ROWE PRICE TRUST COMPANY · EIN 53-1309931 / PN 006	Common Collective Trust	$117.0M	15.5%
RETIREMENT 2025 FUND T. ROWE PRICE TRUST COMPANY · EIN 53-1309931 / PN 006	Common Collective Trust	$65.3M	8.6%
RETIREMENT 2035 FUND T. ROWE PRICE TRUST COMPANY · EIN 53-1309931 / PN 006	Common Collective Trust	$64.9M	8.6%

Related plans

Similar-size All Other Professional Services plans

AMERICAN CHEMICAL SOCIETY

AMERICAN CHEMICAL SOCIETY RETIREMENT PLAN

$769.2M · 547 participants

JOHN H. CARTER CO., INC.

MAGNOLIA EMPLOYEE STOCK OWNERSHIP PLAN

$731.5M · 802 participants

WAYFAIR LLC

WAYFAIR LLC 401(K) PLAN & TRUST

$786.1M · 11,897 participants

SCHLUMBERGER TECHNOLOGY CORPORATION

SCHLUMBERGER GROUP WELFARE BENEFITS PLAN

$790.1M · 13,185 participants

MICHIGAN EDUCATION ASSOCIATION

MEA-MESSA-MEA FINANCIAL SERVICES STAFF RETIREMENT PLAN & TRUST