How big is Western Wealth Management Inc.'s plan?

Western Wealth Management Inc.'s plan reported $616K in assets and 1 participants for 2024.

Original filing (PDF)20251008170530NAL0009814832001

Western Wealth Management Inc.

Name: Western Wealth Management Inc. — Western Wealth, Form 5500 (2024)
Creator: Western Wealth Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Western Wealth Management Inc. 401(k) Plan & Trust

401(k) retirement plan · Western Wealth Management Inc.'s Western Wealth Management Inc. 401(k) Plan & Trust held $616K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$616K

Net assets (EOY)

$616K

Plan identifiers

Western Wealth Management Inc.'s EIN is 90-0004986.

EIN 90-0004986

Plan number 001

Plan year 2024

ACK ID 20251008170530NAL0009814832001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Western Wealth Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Western Wealth Management Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTERN WEALTH MANAGEMENT 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

WESTERN WEALTH MANAGEMENT INC

EIN

all filings

Address

815 UNIVERSITY AVENUE · SACRAMENTO, CA · 958250000

Phone

(916) 974-6996

Industry

Finance & Insurance

Plan administrator