How big is Westsummit Capital Management's plan?

Westsummit Capital Management's plan reported $410K in assets and 1 participants for 2024.

Original filing (PDF)20251010144844NAL0004719987001

Westsummit Capital Management

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

Form 5500-SF

FILING_RECEIVED

Westsummit Capital Management 401(k) Plan

401(k) retirement plan · Westsummit Capital Management's Westsummit Capital Management 401(k) Plan held $410K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$410K

Net assets (EOY)

$410K

Plan identifiers

Westsummit Capital Management's EIN is 98-0650892.

EIN 98-0650892

Plan number 001

Plan year 2024

ACK ID 20251010144844NAL0004719987001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Westsummit Capital Management's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

WESTSUMMIT CAPITAL MANAGEMENT

EIN

all filings

Address

1870 EL CAMINO REAL · #209 · BURLINGAME, CA · 94010

Phone

(650) 847-1886

Industry

Finance & Insurance

Plan administrator