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Sponsor portfolioTH

WESTCHESTER BENEFIT GROUP, INC.

EIN 13-3697632-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
10
500 SUMMIT LAKE DRIVE, STE 120 - VALHALLA, NY 10595914-747-5100westchesterbenefit.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.1M - 10 part

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Retirement#001

WESTCHESTER BENEFIT GROUP, INC. 401(K) PLAN

401k

Assets$2.1M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTCHESTER BENEFIT GROUP, INC. 401(K) PLAN401k$2.1M102025
Retirement plans
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