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WEST FINANCIAL ADVISORS, LLC

EIN 03-0587713-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
7
111 EAST GRAND AVE, SUITE 412 - DES MOINES, IA 50309515-284-1011westfinancialadvisors.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$1.1M - 7 part

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Retirement#001

WEST FINANCIAL ADVISORS 401(K) PLAN

401k

Assets$1.1M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEST FINANCIAL ADVISORS 401(K) PLAN401k$1.1M72025
Retirement plans
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