Form 5500 Search

WESTEND ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
5
Active participants
15,842
Total plan assets
$3.1B
Filings (rows)
5
Direct comp
$225K
Indirect comp
$0

SERVICES PROVIDED

Other5

Top plans served

All 5 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES OF CARPENTERS' PENSION TRUST FUNDDETROIT&VICINITY
CARPENTERS' PENSION TRUST FUND - DETROIT AND VICINITY
TROY, MI
Other
NONE
4,904$1.4B$29K
BOARD OF TRUSTEES OF CARPENTERS' PENSION TRUST FUNDDETROIT&VICINITY
CARPENTERS' PENSION TRUST FUND - DETROIT AND VICINITY
TROY, MI
Other
NONE
4,873$718.7M$63K
BOARD OF TRUSTEES OF CARPENTERS' PENSION TRUST FUNDDETROIT&VICINITY
CARPENTERS' PENSION TRUST FUND - DETROIT AND VICINITY
TROY, MI
Other
NONE
4,836$711.5M$113K
BOARD OF TRUSTEES OF THE KALAMAZOO PLUMBERS & PIPEFITTERS 357 PENSION
UNITED ASSN OF JOURNEYMEN PLUMBERS & PIPEFITTERS LOCAL 357 PENSION PLAN
BINGHAM FARMS, MI
Other
NONE
640$181.9M$10K
BOARD OF TRUSTEES OF THE KALAMAZOO PLUMBERS & PIPEFITTERS 357 PENSION
UNITED ASSN OF JOURNEYMEN PLUMBERS & PIPEFITTERS LOCAL 357 PENSION PLAN
BINGHAM FARMS, MI
Other
NONE
589$159.9M$9K
WESTEND ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search