Sponsor portfolio
WESTFLEET ADVISORS LLC
EIN 46-4389232financial servicesLatest filing 2025
Plans
1
Retirement
1
$11K assets
Welfare
0
Participants
2
205 POWELL PL - BRENTWOOD, TN 370277522615-804-3402westfleetadvisors.comLinkedIn1-10 employeesfinancial services
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 | WESTFLEET ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $11K | 2 | 2025 |
Retirement plans