How big is New West Lending, Inc.'s plan?

New West Lending, Inc.'s plan reported $1.4M in assets and 28 participants for 2024.

Original filing (PDF)20250718145222NAL0001934689001

New West Lending, Inc.

Name: New West Lending, Inc. — New West Lending, Inc., Form 5500 (2024)
Creator: New West Lending, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New West Lending, Inc. 401(k) Plan

401(k) retirement plan · New West Lending, Inc.'s New West Lending, Inc. 401(k) Plan held $1.4M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Bob Heidrich signed New West Lending, Inc.'s 2024 Form 5500 as plan administrator.

Bob Heidrich — 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

New West Lending, Inc.'s EIN is 86-0816467.

EIN 86-0816467

Plan number 002

Plan year 2024

ACK ID 20250718145222NAL0001934689001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

New West Lending, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off