Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESTCORP CAPITAL, INC.
EIN 06-1764190real estateLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
4
23901 CALABASAS ROAD, SUITE 2000 - CALABASAS, CA 91302818-225-8499westcorpcapital.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WESTCORP CAPITAL, INC. RETIREMENT PLAN
TraditionalDB
Assets$3.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WESTCORP CAPITAL, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$961K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WESTCORP CAPITAL, INC. RETIREMENT PLAN | TraditionalDB | $3.2M | 2 | 2024 | |
| 001 | WESTCORP CAPITAL, INC. 401(K) PROFIT SHARING PLAN | 401k | $961K | 2 | 2024 |
Retirement plans