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Sponsor portfolio

14 WEST

EIN 20-3790619-marketing and advertising-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
78
1701 PEARL ST, #4 - WAUKESHA, WI 53186866-866-347714-west.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filings
#002401k-$1.0M - 39 part#001401k-$687K - 39 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 78 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • 14 WEST 401(K) (#002)60%
  • 14 WEST 401(K) (#001)40%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 14 WEST 401(K) (#002)39
  • 14 WEST 401(K) (#001)39
Total 78Click 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

14 WEST 401(K) PLAN

401k

Assets$1.0M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

14 WEST 401(K) PLAN

401k

Assets$687K
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
00214 WEST 401(K) PLAN401k$1.0M392025
00114 WEST 401(K) PLAN401k$687K392024
Retirement plans
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