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Sponsor portfolio

WEST WIND CONSULTING INC.

EIN 20-2015931-Construction-Latest filing 2025
Plans
2
Retirement
2
$866K assets
Welfare
0
Participants
13
3334 EAST COAST HWY, SUITE 550 - CORONA DEL MAR, CA 92625714-705-0520LinkedIn1-10 employees
Plans on this EIN
2 filings
#003CashBalance-$736K - 6 part#002ProfitSharing-$130K - 7 part

Retirement portfolio analytics

2 plans aggregated / $866K assets / 13 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • CASH BALANCE PLAN (#003)85%
  • PROFIT SHARING PLAN (#002)15%
Total $866KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)7
  • CASH BALANCE PLAN (#003)6
Total 13Click 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#003

WEST WIND CONSULTING, INC. CASH BALANCE PLAN

CashBalance

Assets$736K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WEST WIND CONSULTING INC. PROFIT SHARING PLAN

ProfitSharing

Assets$130K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003WEST WIND CONSULTING, INC. CASH BALANCE PLANCashBalance$736K62025
002WEST WIND CONSULTING INC. PROFIT SHARING PLANProfitSharing$130K72025
Retirement plans
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