How big is Westwind Capital, Inc.'s plan?

Westwind Capital, Inc.'s plan reported $6.4M in assets and 9 participants for 2024.

Original filing (PDF)20250811103007NAL0020507538001

Westwind Capital, Inc.

Name: Westwind Capital, Inc. — Westwind Capital 401(k), Form 5500 (2024)
Creator: Westwind Capital, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westwind Capital 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Westwind Capital, Inc.'s Westwind Capital 401(k) Profit Sharing Plan & Trust held $6.4M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Sheila Walton signed Westwind Capital, Inc.'s 2024 Form 5500 as plan administrator.

Sheila Walton — 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

Westwind Capital, Inc.'s EIN is 85-0408533.

EIN 85-0408533

Plan number 001

Plan year 2024

ACK ID 20250811103007NAL0020507538001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westwind Capital, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westwind Capital, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTWIND CAPITAL, INC..

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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