How big is Westwind Capital LLC's plan?

Westwind Capital LLC's plan reported $1.4M in assets and 4 participants for 2024.

Original filing (PDF)20251006184309NAL0002092243001

Westwind Capital LLC

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

Form 5500-SF

FILING_RECEIVED

Westwind Capital LLC Cash Balance Plan

Defined-benefit pension plan · Westwind Capital LLC's Westwind Capital LLC Cash Balance Plan held $1.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Westwind Capital LLC's EIN is 92-1544523.

EIN 92-1544523

Plan number 001

Plan year 2024

ACK ID 20251006184309NAL0002092243001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Westwind Capital LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score