Assets by plan
Share of aggregate retirement assets
Filings through .
14 West
EIN 20-3790619marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Health & Benefits
0
Participants
78
1701 PEARL ST, #4 - WAUKESHA, WI 53186866-866-347714-west.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 78 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
14 WEST 401(K) PLAN
401(k)
Assets$1.0M
Participants39
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
14 WEST 401(K) PLAN
401(k)
Assets$687K
Participants39
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | 14 WEST 401(K) PLAN | 401(k) | $1.0M | 39 | 2025 |
| #001 | 14 WEST 401(K) PLAN | 401(k) | $687K | 39 | 2024 |
- 14 WEST 401(K) PLAN$1.0M#002 · 401(k) · 202539
- 14 WEST 401(K) PLAN$687K#001 · 401(k) · 202439
Retirement plans