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  2. WESTPAK, INC.
Sponsor portfolio

WESTPAK, INC.

EIN 77-0124169-packaging and containers-Latest filing 2025
Plans
2
Retirement
2
$29.4M assets
Welfare
0
Participants
257
83 GREAT OAKS BLVD. - SAN JOSE, CA 95119408-600-3467westpak.comLinkedIn51-200 employeespackaging and containers
Plans on this EIN
2 filings
#001401k-$16.3M - 143 part#002ESOP-$13.1M - 114 part

Retirement portfolio analytics

2 plans aggregated / $29.4M assets / 257 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PLAN AND TRUST (#001)55%
  • EMPLOYEE STOCK OWNERSHIP (#002)45%
Total $29.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
55%top
  • WOODRUFF SAWYER & CO55%
  • (Not disclosed)45%
Total $29.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)143
  • EMPLOYEE STOCK OWNERSHIP (#002)114
Total 257Click 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

WESTPAK, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$16.3M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WESTPAK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$13.1M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WESTPAK, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$16.3M1432025
002WESTPAK EMPLOYEE STOCK OWNERSHIP PLANESOP$13.1M1142025
Retirement plans
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