Sponsor portfolio
KEVRON INVESTMENTS, INC. DBA WESTLAKE MORTGAGE GROUP
EIN 77-0458863Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
2
2659 TOWNSGATE ROAD, SUITE 115 - WESTLAKE VILLAGE, CA 913612981805-446-2115
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 | |
|---|---|---|---|---|---|---|
| 002 | WESTLAKE MORTGAGE GROUP 401(K) PROFIT SHARING PLAN AND TRUST | 403b | $1.6M | 2 | 2024 |
Retirement plans