· 2022–2024 · DOL EFAST2

WESTWOOD REAL ESTATE CAPITAL, LLC — WESTWOOD REAL ESTATE CAPITAL, LLC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250724154400NAL0005753121001

WESTWOOD REAL ESTATE CAPITAL, LLC

Form 5500-SF

FILING_RECEIVED

WESTWOOD REAL ESTATE CAPITAL, LLC 401(K) PLAN

Defined-contribution retirement plan

Active participants

10

Accounts w/ balance

5

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

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

60

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

WESTWOOD REAL ESTATE CAPITAL, LLC

EIN

87-2335980all filings

Address

6133 ROCKSIDE ROAD · SUITE 406 · INDEPENDENCE, OH · 44131

Phone

(216) 340-0186

Industry

Finance & Insurancesee all

Plan administrator

Name

DEFINITI

EIN

85-0833363

City

ERIE, PA

Phone

(800) 882-4026

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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