How big is Trade West Inc.'s plan?

Trade West Inc.'s plan reported $154K in assets and 18 participants for 2024.

Original filing (PDF)20250819144519NAL0003918176001

Trade West Inc.

Name: Trade West Inc. — Trade West Inc. 401(k) Retirement, Form 5500 (2024)
Creator: Trade West Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trade West Inc. 401(k) Retirement Savings Plan

401(k) retirement plan · Trade West Inc.'s Trade West Inc. 401(k) Retirement Savings Plan held $154K in plan assets for 18 participants in 2024.

Signals · 1

Late filing · 39.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

People on this filing

Thomas Matthews signed Trade West Inc.'s 2024 Form 5500 as plan administrator.

Thomas Matthews — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Trade West Inc.'s EIN is 99-0217587.

EIN 99-0217587

Plan number 002

Plan year 2024

ACK ID 20250819144519NAL0003918176001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trade West Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trade West Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 39.1 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score