Sponsor portfolio
WESTCOTT & ASSOCIATES, INC.
EIN 20-1573082insuranceLatest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
Participants
9
2402 MT. VERNON ROAD, SUITE 150 - DUNWOODY, GA 30338912-657-5711westcottins.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WESTCOTT & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$1.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
WESTCOTT & ASSOCIATES, INC GFB BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WESTCOTT & ASSOCIATES, INC. 401(K) PLAN | 401k | $1.6M | 8 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WESTCOTT & ASSOCIATES, INC GFB BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans