How big is The Westheimer Group's plan?

The Westheimer Group's plan reported $61K in assets and 2 participants for 2025.

Original filing (PDF)20260430083919NAL0024671970001

The Westheimer Group

Name: The Westheimer Group — The Westheimer Group 401(k), Form 5500 (2025)
Creator: The Westheimer Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Westheimer Group 401(k) Profit Sharing Plan

401(k) retirement plan · The Westheimer Group's The Westheimer Group 401(k) Profit Sharing Plan held $61K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

People on this filing

Anthony Warren signed The Westheimer Group's 2025 Form 5500 as plan administrator.

Anthony Warren — 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

The Westheimer Group's EIN is 84-3718744.

EIN 84-3718744

Plan number 001

Plan year 2025

ACK ID 20260430083919NAL0024671970001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Westheimer Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Westheimer Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WESTHEIMER GROUP.

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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