Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESTCHESTER CAPITAL MANAGEMENT, INC.
EIN 47-0700325Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$10.0M assets
Welfare
0
Participants
21
801 NORTH 96TH STREET - OMAHA, NE 681142538402-392-2418
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.0M assets / 21 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
WESTCHESTER CAPITAL MANAGEMENT, INC. 401K PROFIT SHARING PLAN
401k
Assets$8.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WESTCHESTER CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WESTCHESTER CAPITAL MANAGEMENT, INC. 401K PROFIT SHARING PLAN | 401k | $8.0M | 11 | 2025 | |
| 002 | WESTCHESTER CAPITAL MANAGEMENT, INC. MONEY PURCHASE PENSION PLAN | MoneyPurchase | $2.0M | 10 | 2025 |
Retirement plans