Sponsor portfolio
WESTLY CAPITAL MANAGEMENT, LLC
EIN 26-2729810Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$303 assets
Welfare
0
Participants
0
2200 SAND HILL ROAD, SUITE 250 - MENLO PARK, CA 94025408-230-0679
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE WESTLY GROUP 401(K) PLAN | 401k | $303 | 0 | 2025 |
Retirement plans