How big is The Westmark Group's plan?

The Westmark Group's plan reported $820K in assets and 19 participants for 2024.

Original filing (PDF)20250613203800NAL0029032640001

The Westmark Group

Name: The Westmark Group — The Westmark Group 401(k), Form 5500 (2024)
Creator: The Westmark Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Westmark Group 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · The Westmark Group's The Westmark Group 401(k) Profit Sharing Plan and Trust held $820K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$820K

Net assets (EOY)

$820K

People on this filing

Jeremey Westmark signed The Westmark Group's 2024 Form 5500 as plan administrator.

Jeremey Westmark — 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 Westmark Group's EIN is 88-0477563.

EIN 88-0477563

Plan number 001

Plan year 2024

ACK ID 20250613203800NAL0029032640001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Westmark Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Westmark Group'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 THE WESTMARK 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