# Westview Capital Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/westview-capital-management-co-inc-plan

> Westview Capital Management LLC's 401(k) plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Finepoint Capital LP](https://planprovider.pro/companies/finepoint-capital-lp-401k-plan) — 21 participants

- [Riverside Partners LLC](https://planprovider.pro/companies/riverside-partners-llc-plan-001) — 21 participants

- [Guidepost Growth Equity Management Company, LP](https://planprovider.pro/companies/guidepost-growth-management-company-llc-401k-plan) — 21 participants

- [Windrose Advisors, LLC](https://planprovider.pro/companies/windrose-advisors-llc-401k-plan) — 21 participants

- [Nichols & Pratt, LLP](https://planprovider.pro/companies/nichols-pratt-llp-401k-plan) — 21 participants

- [Axial Financial Group, LLC](https://planprovider.pro/companies/axial-financial-group-llc-plan) — 20 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/westview-capital-management-co-inc-plan)

© 2026 PlanProvider.Pro