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Westlake Risk & Insurance Services, Inc. 401(k) Plan
Westlake Risk & Insurance Services, Inc., Westlake Village CA. Employer ID 270966218, plan number 001. Annual reports on file for 2011 to 2022.
Where the money went
- Filed 2011-2022Westlake Risk & Insurance Services, Inc. 401(k) Plan, Westlake Risk & Insurance Services, Inc.
- 2022Assets transferred to Alkeme Intermediary Holdings, LLC 401(k) Plan
- 2024Assets transferred to Choice Pooled Employer Plan III
- TodayChoice Pooled Employer Plan III still files. Admin. Group, LLC Dba Tag Resources keeps the records. That is where to ask.
Records are kept by Admin. Group, LLC Dba Tag Resources, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2022: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2022: The employer decided to close the plan.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2011 | 7 | — | Filing |
| 2012 | 7 | — | Filing |
| 2013 | 8 | — | Filing |
| 2014 | 9 | — | Filing |
| 2015 | 12 | — | Filing |
| 2016 | 13 | — | Filing |
| 2017 | 13 | — | Filing |
| 2018 | 14 | — | Filing |
| 2019 | 14 | — | Filing |
| 2020 | 13 | — | Filing |
| 2021 | 15 | — | Filing |
| 2022 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.