Plan Snapshot
- Plan Sponsor: Westview Capital Management LLC
- Sponsor EIN: 201507891
- Sponsor Address: 125 HIGH STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 21 | $6.7M | $0 | $402,662 |
| 2023 | 16 | $5.3M | $0 | $373,718 |
| 2022 | 15 | $3.9M | $0 | $306,500 |