Westwood Management Corp. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Westwood Management Corp. is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,587,566 and reported indirect compensation totals $16,132.
Reported compensation summary
- Reported direct compensation
- $1,587,566
- Reported indirect compensation
- $16,132
- Total reported compensation
- $1,603,698
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Jpmorgan Chase Bank, National Association | NJ | 1 | $1,009,282 |
| American Express Company And Its Participating Subsidiaries | NY | 1 | $594,416 |
State footprint
Plans reporting Westwood Management Corp. are sponsored in NJ (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Jpmorgan Chase Bank, National Association | Jpmorgan Chase Retirement Plan | 2023 | $993,150 | $16,132 |
| American Express Company And Its Participating Subsidiaries | American Express Retirement Savings Plan | 2023 | $594,416 | not reported in the loaded dataset |