Westwood Holdings Group, Inc. Savings Plan — Form 5500 plan (Westwood Holdings Group, Inc.)
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, Westwood Holdings Group, Inc. Savings Plan is a benefit plan reported by Westwood Holdings Group, Inc. under EIN 75-2969997 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $48,189,053 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westwood Holdings Group, Inc.
- EIN
- 75-2969997
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $48,189,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241010151901NAL0011651907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,189,053
- Total liabilities (EOY)
- $935
- Net assets (EOY)
- $48,188,118
- Net assets (BOY)
- $45,413,578
Income & contributions
- Employer contributions
- $1,579,027
- Participant contributions
- $2,289,274
- Total contributions
- $4,465,015
- Total income / additions
- $11,021,753
Expenses & distributions
- Benefits paid
- $8,210,038
- Administrative expenses
- $37,175
- Total expenses
- $8,247,213
- Net increase / (decrease)
- $2,774,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Westwood Trust | CUSTODIAN | $32,183 | $0 | 2023 |
| Bok Financial Asset Management, Inc | TPA | $3,631 | $15,523 | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $13,444 | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $102 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Westwood Holdings Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Westwood Trust — Schedule C compensation
- Bok Financial Asset Management, Inc — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation