Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESTGROUP DESIGNS, INC.
EIN 33-0564931architecture & planningLatest filing 2024
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
75
19900 MACARTHUR BLVD, SUITE 1000 - IRVINE, CA 92612949-250-0880westgroupdesigns.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M assets / 75 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
WESTGROUP DESIGNS, INC. CASH BALANCE PLAN
CashBalance
Assets$4.6M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WESTGROUP DESIGNS, INC. 401(K) PLAN
401k
Assets$3.9M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WESTGROUP DESIGNS, INC. CASH BALANCE PLAN | CashBalance | $4.6M | 34 | 2024 | |
| 001 | WESTGROUP DESIGNS, INC. 401(K) PLAN | 401k | $3.9M | 41 | 2024 |
Retirement plans