Westfield, LLC 401(K) Plan — Form 5500 plan (Westfield, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Westfield, LLC 401(K) Plan is a benefit plan reported by Westfield, LLC under EIN 95-4428920 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,396 participants and $217,340,204 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Westfield, LLC
EIN
95-4428920
Plan number
001
Plan type
2
Location
Century City, CA
Latest filing year
2023
Participants
1,396
End-of-year plan assets
$217,340,204

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,396H, C20241015151744NAL0028904225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$217,340,204
Total liabilities (EOY)
$0
Net assets (EOY)
$217,340,204
Net assets (BOY)
$197,210,564

Income & contributions

Employer contributions
$3,123,824
Participant contributions
$5,586,066
Total contributions
$9,130,085
Total income / additions
$48,500,500

Expenses & distributions

Benefits paid
$28,392,911
Administrative expenses
-$41,850
Total expenses
$28,370,860
Net increase / (decrease)
$20,129,640

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Verus Advisory, IncINVESTMENT ADVISOR$60,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$57,517not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$159,367$02023

Related Form 5500 pages