Original filing (PDF)20250528154147NAL0007200257001

KAREN A. WESTERMOE M.D.

Name: KAREN A. WESTERMOE M.D. — KAREN A. WESTERMOE M.D. 401K PLAN, Form 5500 (2024)
Creator: KAREN A. WESTERMOE M.D.

Form 5500-SF

FILING_RECEIVED

KAREN A. WESTERMOE M.D. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAREN A. WESTERMOE M.D..

Plan sponsor

Name

KAREN A. WESTERMOE M.D.

EIN

95-4318147

Address

1119 VIA VERDE · SAN DIMAS, CA · 91773

Phone

(909) 592-9846

Industry