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  2. WEST FORK MANAGEMENT, INC.
Sponsor portfolio

WEST FORK MANAGEMENT, INC.

EIN 13-4206635-Agriculture, Forestry, Fishing and Hunting-Latest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
9
500 108TH AVE NE STE 1850 - BELLEVUE, WA 98004253-381-7945westforkcap.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002401k-$4.6M - 6 part#003ProfitSharing-$171K - 3 part

Retirement portfolio analytics

2 plans aggregated / $4.8M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • FORK MANAGEMENT 401(K) (#002)96%
  • PROFIT SHARING PLAN (#003)4%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FORK MANAGEMENT 401(K) (#002)6
  • PROFIT SHARING PLAN (#003)3
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WEST FORK MANAGEMENT 401(K) PLAN

401k

Assets$4.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WEST FORK MANAGEMENT, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$171K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WEST FORK MANAGEMENT 401(K) PLAN401k$4.6M62025
003WEST FORK MANAGEMENT, INC. PROFIT SHARING PLANProfitSharing$171K32025
Retirement plans
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