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Original filing (PDF)20251014141953NAL0003140241001
WESTFIELD, LLC
Form 5500
FILING_RECEIVED
WESTFIELD, LLC 401(K) PLAN
401(k) retirement plan
Active participants
408
Accounts w/ balance
1,096
Plan assets (EOY)
$230.2M
Net assets (EOY)
$230.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTFIELD, LLC.
Plan sponsor
Name
WESTFIELD, LLC
EIN
95-4428920
Address
2049 CENTURY PARK EAST, 42ND FLOOR · CENTURY CITY, CA · 90067
Phone
(310) 689-5647
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$206K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $37K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WURTS ASSOCIATES | 91-1320111 | — | PLAN ADMINISTRATOR | $64K | — |
Investments
25 direct securities · 1 pooled fund· $230.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$220.8M
25 holdings
Common Collective Trust
$9.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund* Mutual Fund | — | — | — | $37.0M | 16.1% | |
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $29.3M | 12.7% | |
| Eaton Vance Atlanta Capital SMID Fund Mutual Fund | — | — | — | $19.5M | 8.5% | |
| T. Rowe Price Institutional Large Cap Growth Fund Mutual Fund | — | — | — | $18.6M | 8.1% | |
| Fidelity Freedom 2035 Fund* Mutual Fund | — | — | — | $15.7M | 6.8% | |
| Fidelity Freedom 2045 Fund* Mutual Fund | — | — | — | $13.3M | 5.8% | |
| Fidelity Freedom 2050 Fund* Mutual Fund | — | — | — | $12.8M | 5.5% | |
| Fidelity Freedom 2040 Fund* Mutual Fund | — | — | — | $12.3M | 5.3% | |
| Fidelity International Discovery Fund* Mutual Fund | — | — | — | $11.8M | 5.1% | |
| TRP STABLE VALUE B T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $9.4M | 4.1% | |
| Fidelity Total Bond Fund* Mutual Fund | — | — | — | $8.9M | 3.9% | |
| Fidelity Freedom 2030 Fund* Mutual Fund | — | — | — | $8.1M | 3.5% | |
| Fidelity Freedom 2055 Fund* Mutual Fund | — | — | — | $6.1M | 2.6% | |
| Dodge & Cox Stock Mutual Fund | — | — | — | $5.9M | 2.6% | |
| Fidelity Freedom 2025 Fund* Mutual Fund | — | — | — | $4.3M | 1.9% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $3.3M | 1.5% | |
| Fidelity Extended Market Index Premium* Mutual Fund | — | — | — | $3.3M | 1.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $2.0M | 0.9% | |
| Fidelity Freedom 2020 Fund* Mutual Fund | — | — | — | $2.0M | 0.9% | |
| Loans to participants** | — | — | — | $1.5M | 0.7% | |
| Fidelity Freedom 2015 Fund* Mutual Fund | — | — | — | $1.5M | 0.6% | |
| Fidelity Freedom 2060 Fund* Mutual Fund | — | — | — | $1.5M | 0.6% | |
| Fidelity Freedom Income Fund* Mutual Fund | — | — | — | $1.4M | 0.6% | |
| Fidelity Freedom 2065 Fund* Mutual Fund | — | — | — | $404K | 0.2% | |
| Fidelity US Sustainability Index Fund* Mutual Fund | — | — | — | $157K | <0.1% | |
| Fidelity Freedom 2010 Fund* Mutual Fund | — | — | — | $52K | <0.1% |
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