Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $9.4M assets / 27 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Profit-sharing
Cash balance
Self-funded
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WESTIN TRADING, INC. 401(K) PLAN | 401(k) | $4.5M | 10 | 2025 |
| #003 | WESTIN TRADING PROFIT SHARING PLAN | Profit-sharing | $3.6M | 12 | 2024 |
| #002 | WESTIN TRADING, INC. CASH BALANCE PENSION PLAN | Cash balance | $1.3M | 5 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WESTIN TRADING INC MCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |