Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $412K assets / 15 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WEST PERIO 401(K) PLAN | 401(k) | $357K | 7 | 2025 |
| #002 | WEST PERIO PROFIT SHARING PLAN | Profit-sharing | $55K | 8 | 2025 |