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Sponsor portfolio

WEST ISLES TRADING COMPANY

EIN 65-0899731-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
20
22536 OVERSEAS HWY - CUDJOE KEY, FL 33042305-745-3667
Plans on this EIN
2 filings
#001401k-$1.6M - 13 part#002CashBalance-$815K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PROFIT SHARING PLAN (#001)66%
  • CASH BALANCE PLAN (#002)34%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)13
  • CASH BALANCE PLAN (#002)7
Total 20Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CUDJOE SALES PROFIT SHARING PLAN

401k

Assets$1.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CUDJOE SALES CASH BALANCE PLAN

CashBalance

Assets$815K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CUDJOE SALES PROFIT SHARING PLAN401k$1.6M132025
002CUDJOE SALES CASH BALANCE PLANCashBalance$815K72025
Retirement plans
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