WEST FINANCIAL ADVISORS 401(K) PLAN

[ EIN: 03-0587713 | Plan No. 001 ]

Form 5500 records indicate that WEST FINANCIAL ADVISORS 401(K) PLAN is a 401(k) plan sponsored by WEST FINANCIAL ADVISORS, LLC. The plan is classified as a Small Plan with 8 participants and assets totaling $813,692 for the 2024 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: WEST FINANCIAL ADVISORS, LLC

Location: 111 EAST GRAND AVE, DES MOINES, IA 50309

EIN: 030587713

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 8

Total Assets: $813,692

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