Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESTIN TRADING, INC.
EIN 43-1691494wholesaleLatest filing 2025
Plans
4
Retirement
3
$9.0M assets
Welfare
1
Participants
41
600 EMERSON RD., SUITE 405 - ST. LOUIS, MO 63141314-993-6150westintrading.comLinkedIn11-50 employeeswholesale
Retirement portfolio analytics
3 plans aggregated / $9.0M assets / 27 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#001
WESTIN TRADING, INC. 401(K) PLAN
401k
Assets$4.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WESTIN TRADING PROFIT SHARING PLAN
ProfitSharing
Assets$3.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WESTIN TRADING, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$815K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
WESTIN TRADING INC MCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WESTIN TRADING, INC. 401(K) PLAN | 401k | $4.5M | 10 | 2025 | |
| 003 | WESTIN TRADING PROFIT SHARING PLAN | ProfitSharing | $3.6M | 12 | 2024 | |
| 002 | WESTIN TRADING, INC. CASH BALANCE PENSION PLAN | CashBalance | $815K | 5 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WESTIN TRADING INC MCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans