Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEST FINANCIAL GROUP
EIN 57-1163925Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
20
8160 PERRY HIGHWAY - PITTSBURGH, PA 15237412-847-2040
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 20 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
WEST FINANCIAL GROUP 401(K) RETIREMENT PLAN
401k
Assets$985K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEST FINANCIAL GROUP CASH BALANCE PLAN
CashBalance
Assets$845K
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 | WEST FINANCIAL GROUP 401(K) RETIREMENT PLAN | 401k | $985K | 10 | 2025 | |
| 002 | WEST FINANCIAL GROUP CASH BALANCE PLAN | CashBalance | $845K | 10 | 2025 |
Retirement plans