How big is Westwind Capital LLC's plan?

Westwind Capital LLC's plan reported $153K in assets and 4 participants for 2024.

Original filing (PDF)20251006183826NAL0002091299001

Westwind Capital LLC

Name: Westwind Capital LLC — Westwind Capital LLC 401(k), Form 5500 (2024)
Creator: Westwind Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westwind Capital LLC 401(k) Plan

401(k) retirement plan · Westwind Capital LLC's Westwind Capital LLC 401(k) Plan held $153K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$153K

Net assets (EOY)

$153K

Plan identifiers

Westwind Capital LLC's EIN is 92-1544523.

EIN 92-1544523

Plan number 002

Plan year 2024

ACK ID 20251006183826NAL0002091299001

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 profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Knocking points off